REQUEST FOR NEGOTIATION NO. - 14-OSC-2023-02-FN - Foreign Nationals Tax Compliance Software

Sep 19, 2026

Request for Negotiation No. 14-OSC-2023-02-FN solicits offers for services and/or goods to support Foreign Nationals Tax Compliance Software. The document specifies negotiation and execution requirements, including offer validity, timing, and conditions for offer acceptance and contract formation. It outlines submission expectations, anticipated procurement schedule, RFN purpose and contract structure, vendor information and instructions, evaluation process, and detailed requirements including security and enterprise specifications. Attachments provide definitions, IT terms and conditions, agency terms, and vendor forms.

LanguageEnglish

CategoryGeneral

FormatPDF

Pages70

Reading Time25 min

AccessFree to download

1.0 Anticipated Procurement Schedule

2.0 Purpose of RFN

2.1 Introduction

2.2 Contract Term

2.3 Contract Type

2.4 Agency Background

3.0 RFN requirements and Specifications

3.1 General requirements and Specifications

3.2 Security Specifications

3.3 Enterprise Specifications

3.4 SOLUTION ROADMAP

3.5 Business and Technical Requirements and Specifications

4.0 Cost of Vendor’s Offer

4.1 Software Licensing or SaaS Access

4.2 Offer Costs

4.3 Payment Schedule

5.0 Evaluation

5.1 Source Selection

5.2 Evaluation Criteria

5.3 Best and Final Offers (BAFO)

5.4 Possession and Review

6.0 Vendor Information and Instructions

6.1 General Conditions of Offer

6.2 General Instructions for Vendor

6.3 Instructions for Offer Submission

7.0 Other Requirements and Special Terms

7.1 Vendor Utilization Of Workers Outside of U.S.

7.2 Financial Statements

7.3 Financial Resources Assessment, Quality Assurance, Performance and Reliability

7.4 Vendor’s License or Support Agreements

7.5 Resellers

7.6 Disclosure of Litigation

7.7 Criminal Conviction

7.8 Security and Background Checks

7.9 Assurances

7.10 Confidentiality of offers

7.11 Project Management

7.12 Meetings

7.13 Recycling and Source Reduction

7.14 Special Terms and Conditions

Attachment A: Definitions

| STATE OF NORTH CAROLINA
OFFICE OF THE STATE CONTROLLER | REQUEST FOR NEGOTIATION NO.
14-OSC-2023-02-FN | | --- | --- | | | Due Date: No later than November 3, 2023, at 2 pm | | | Issue Date: October 26, 2023 | | Refer ALL inquiries regarding this RFN to:
Jennifer Pacheco
[Jennifer.Pacheco@osc.nc.gov](Jennifer.Pacheco@osc.nc.gov)
919-707-0764 | Commodity Number: 432316 | | | Description: Foreign Nationals Tax Compliance Software | | | Purchasing Agency: Office of the State Controller | | | Requisition No.: n/a | OFFER The State solicits offers for Services and/or goods described in this solicitation. All offers and responses received shall be treated as Offers to contract as defined in 9 NCAC 06A.0102(12) . EXECUTION In compliance with this Request for Negotiation, and subject to all the conditions herein, the undersigned offers and agrees to furnish any or all Services or goods upon which prices are offered, at the price(s) offered herein, within the time specified herein. Failure to execute/sign offer prior to submittal shall render offer invalid. Late offers are not acceptable. | OFFEROR: | | | | | --- | --- | --- | --- | | STREET ADDRESS: | | P.O. BOX: | ZIP: | | CITY, STATE & ZIP: | | TELEPHONE NUMBER: | TOLL FREE TEL. NO | | PRINT NAME & TITLE OF PERSON SIGNING: | | FAX NUMBER: | | | AUTHORIZED SIGNATURE: | DATE: | E-MAIL: | | Offer valid for one hundred twenty (120) days from date of offer opening unless. ACCEPTANCE OF OFFER If any or all parts of this offer are accepted, an authorized representative of the Office of the State Controller shall affix its signature hereto and any subsequent Request for Best and Final Offer, if issued. Acceptance shall create a contract having an order of precedence as follows: Best and Final Offers, if any, Special terms and conditions specific to this RFN, Specifications of the RFN, the Department of Information Technology Terms and Conditions, and the agreed portion of the awarded Vendor’s Offer. A copy of this acceptance will be forwarded to the awarded Vendor(s) . FOR OSC USE ONLY Offer accepted and contract awarded this date , as indicated on attached certification, by (Authorized representative of the NC Office of the State Controller) . Table of Contents 1.0 Anticipated Procurement Schedule ...............................................................................................3 2.0 Purpose of RFN ............................................................................................................................ 3 2.1 Introduction 3 2.2 Contract Term 3 2.3 Contract Type 3 2.4 Agency Background 3 3.0 RFN requirements and Specifications...........................................................................................4 3.1 General requirements and Specifications 4 3.2 Security Specifications 5 3.3 Enterprise Specifications 6 3.4 SOLUTION ROADMAP 7 3.5 Business and Technical Requirements and Specifications 7 4.0 Cost of Vendor’s Offer .................................................................................................................. 7 4.1 Software Licensing or SaaS Access 7 4.2 Offer Costs 7 4.3 Payment Schedule 7 5.0 Evaluation ..................................................................................................................................... 7 5.1 Source Selection 7 5.2 Evaluation Criteria 8 5.3 Best and Final Offers (BAFO) 8 5.4 Possession and Review 8 6.0 Vendor Information and Instructions .............................................................................................8 6.1 General Conditions of Offer 8 6.2 General Instructions for Vendor 10 6.3 Instructions for Offer Submission 12 7.0 Other Requirements and Special Terms ..................................................................................... 14 7.1 Vendor Utilization Of Workers Outside of U.S. 14 7.2 Financial Statements 14 7.3 Financial

FAQs

What is RFN No. 14-OSC-2023-02-FN for?

It is a Request for Negotiation for Foreign Nationals Tax Compliance Software, covering the services and/or goods described in the solicitation.

What are the key offer execution and submission requirements?

Offers must be executed/signed prior to submittal, and late offers are not acceptable. Failure to execute/sign the offer before submittal renders the offer invalid.

How are offers evaluated and how do BAFOs fit in?

Evaluation follows the RFN’s evaluation section, including source selection and evaluation criteria. If issued, Best and Final Offers (BAFO) are part of the order of precedence for contract formation.

Sep 19, 2026

Upload by Olivia Brown