District of Columbia Cobblestone Systems #CFOPD-13-C-011

Award for Universal Tax Collection Services (Secondary) for the District of Columbia

The District of Columbia Office of Tax and Revenue (OTR) has awarded a contract for Universal Tax Collection Services (Secondary) to MuniServices, LLC. - Government Buyer: - District of Columbia, Office of Tax and Revenue (OTR), Office of the Chief Financial Officer, Office of Management and Administration, Office of Contracts - Awarded Vendor: - MuniServices, LLC (sole vendor and service provider) - Services Requested: - Universal Tax Collection Services (Secondary) - Collection of various District taxes, including sales and use tax, business franchise tax, individual income tax, personal property tax, withholding tax, and baseball fees - Services include mailing notices, telephone contact using approved scripts, collection efforts limited to 300 days, deposit of remittances, reporting, and compliance with confidentiality and security requirements - Contractor must maintain a DC office or provide internet access for oversight - Contractor reimburses OTR for NSF check commissions - Compensation Structure: - Fixed contingency fee of 13.5% on monies collected (principal, interest, or collection charges) on referred accounts - Additional graduated commissions for net collections above $4 million in a contract year, up to 12% for collections up to $10 million - Not-to-exceed contract value: $3,000,000 for the base period; $7,150,000 total including all options and extensions - Notable Requirements: - Strict confidentiality, non-disclosure, and IRS safeguard requirements (including compliance with IRS Publication 1075 for handling Federal Tax Information) - Subcontracting and insurance requirements - Specific rules regarding commission payments on returned or adjusted accounts - Services must comply with District and IRS regulations - Place of Performance and Delivery: - Primary locations are District government offices at 1100 and 1101 4th Street SW, Washington, DC 20024

Description

This contract, numbered CFOPD-13-C-011, is awarded to MuniServices, LLC by the Office of Tax & Revenue (OTR) of the District of Columbia. The contract involves the collection of taxes on behalf of the District. It is a requirements contract based on a fixed contingency fee of 13.5% on monies collected, with additional graduated commissions for collections above $4 million annually. The contract includes two option periods of two years each, with various modifications extending the contract term and adjusting administrative details. The contract ceiling for the base period and all option periods combined shall not exceed $7,000,000.

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