Information Returns Reporting Solution

Agency:	State Government of Tennessee
State:	Tennessee
Type of Government:	State & Local
NAICS Category:	541511 - Custom Computer Programming Services 541512 - Computer Systems Design Services 541519 - Other Computer Related Services
Posted Date:	Mar 10, 2025
Due Date:	Apr 4, 2025
Solicitation No:	RFI 31701-03602
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STATE OF TENNESSEE

DEPARTMENT OF FINANCE AND ADMINISTRATION

REQUEST FOR INFORMATION

FOR

Information Returns Reporting Solution

RFI # 31701-03602

03/07/25

1. STATEMENT OF PURPOSE:

The State of Tennessee, Department of Finance and Administration (F&A) issues this Request

for Information (“RFI”) for the purpose of understanding available solutions for Information

Returns reporting to recipients and the IRS. We appreciate your input and participation in this

process.

2. BACKGROUND:

The State is seeking to gather feedback on current market offerings related to Information

Returns reporting solutions. The Finance & Administration, Division of Accounts performs

statewide central accounting functions for the State of Tennessee. Included in its responsibilities

is ensuring compliance with the IRS Form 1042, 1098, and 1099 series reporting requirements.

F&A is seeking a solution that will assist the Division in reporting information returns to vendors

and to the IRS The State’s estimated form types by volume can be found in Table 2.1:

Table 2.1

FORM TYPE

1042-S

1098-F

1099-A

1099-C

1099-INT

1099-G

1099-MISC

1099-NEC

1099-QA

2023/2024 FORM COUNT

978

5,969

6,467

9,030

1,173

Page 1 of 7

1099-S

5498-QA

Total

430

2,165

26,342

3. PROPOSED SOLUTIONS: The State is requesting to review software solutions available to meet

the needs addressed in the Statement of Purpose above and List of Business Requirements

found in Attachment 1 of this RFI.

4. COMMUNICATIONS:

4.1. Please submit your response to this RFI to:

Stephanie Landmark

Contract Specialist

Department of Finance & Administration

Strategic Technology Solutions (STS)

STS Business Operations

Stephanie.M.Landmark@tn.gov

4.2. Please feel free to contact the STS with any questions regarding this RFI. The main point

of contact will be:

Stephanie Landmark

Contract Specialist

Department of Finance & Administration

Strategic Technology Solutions (STS)

STS Business Operations

Stephanie.M.Landmark@tn.gov

4.3. Please reference RFI # 31701-03602 with all communications to this RFI.

4.4. Questions should be directly emailed to the main point of contact by the deadline listed

below.

4.5. Please reference RFI # 31701-03602 within the subject line for all communications to this

RFI.

4.6. Please limit all questions to one submission per company.

5. RFI SCHEDULE OF EVENTS:

EVENT

1. RFI Issued

TIME

(Central Time

Zone)

DATE

(all dates are State

business days)

Fri 3/7/25

Page 2 of 7

Written Questions and Comments

Deadline

2:00 pm

State Response to Written Questions and

Comments

4. RFI Response Deadline

2:00 pm

Wed 3/19/25

Wed 3/26/25

Fri 4/4/25

6. GENERAL INFORMATION:

6.1. Please note that responding to this RFI is not a prerequisite for responding to any future

solicitations related to this project and a response to this RFI will not create any contract

rights. Responses to this RFI will become property of the State.

6.2. The information gathered during this RFI is part of an ongoing procurement. In order to

prevent an unfair advantage among potential respondents, the RFI responses will not be

available until after the completion of evaluation of any responses, proposals, or bids

resulting from a Request for Qualifications, Request for Proposals, Invitation to Bid or other

procurement method. In the event that the state chooses not to go further in the

procurement process and responses are never evaluated, the responses to the

procurement including the responses to the RFI, will be considered confidential by the

State.

6.3. The State will not pay for any costs associated with responding to this RFI.

6.4. The State may request demonstrations from RFI respondents.

7. INFORMATIONAL FORMS:

The State is requesting the following information from all interested parties. Please answer the

following questions and return to the contact listed before the requested deadline. Answers must

be in Microsoft Word or PDF file format. If providing a separate proposal the page limit cannot

exceed 10 pages excluding title page. Please ensure that all questions referenced in this

template are carried over into the new proposal template. If response is submitted within the

provided template the page limit cannot exceed 15 pages excluding title page:

RFI #31701-03602

TECHNICAL INFORMATIONAL FORM

1. RESPONDENT LEGAL ENTITY NAME:

2. RESPONDENT CONTACT PERSON:

Name, Title:

Address:

Phone Number:

Email:

Page 3 of 7

3. Brief description of experience providing similar scope of services/products to public sector

entities.

4. Is your company currently an authorized IRS e-file provider? Please provide proof of

authorization.

5. Clearly outline how the proposed solution addresses each identified business requirement in

Attachment 1 of this RFI. If not please describe which requirement it cannot meet and if additional

customization is required to achieve these requirements.

6. What types of license agreements does your company offer, including bulk discounts, user

licenses vs software licenses, renewals, updates, training for updates administered by state staff,

etc.?

7. What environment can the system reside on i.e. on-prem, cloud-based, hybrid cloud hosted

environments? If cloud hosted which cloud platforms/tenants can it be installed on i.e. AWS,

Azure, etc?

8. Has your company installed the proposed solution for other state governments and resulted in a

successful fulfillment of the desired requirements? If so please provide a list of the state entities,

email addresses and date of solution implementation.

9. Please describe your implementation approach of the proposed solution along with a general

timeline of an estimated implementation schedule.

10. Does your solution have the capability to distribute forms by post mail and online portal access?

11. Does your company currently or historically held a contract or Statement of Work (SOW) with the

State of TN for the proposed solution? If so please provide the name of the State department and

Contract ID.

12. Is your solution offered through any public sector cooperative purchasing organizations i.e.

NASPO, GSA, etc.?

13. Please describe any dashboards available within your solution. Include details on the types of

metrics and data visualizations provided, customization options, user roles and permissions, real-

time data capabilities, and integration with other systems or data sources.

Page 4 of 7

COST INFORMATIONAL FORM

1. Describe what pricing units you typically utilize for similar services or goods (e.g., per hour, each,

etc.:

2. Describe the typical price range for similar services or goods including a breakdown of

implementation, professional services and maintenance/support services.

3. Please describe any other pricing factors that could affect consideration of your product.

ADDITIONAL CONSIDERATIONS

1. Please provide input on alternative approaches or additional things to consider that might benefit

the State:

Page 5 of 7

This page summarizes the opportunity, including an overview and a preview of the attached documents.

Document ID & Hyperlink:	RFI 31701-03602
Event Start - Response Due:	03/07/2025 04/04/2025
Event Name:	Information Returns Reporting Solution
Last Updated:

Information Returns Reporting Solution

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