Taxation - Real Property Tax Exemption & Remission Streamline

Overview

Background Information

In Ohio, the real-property tax-exemption process is a coordinated workflow involving property owners, county officials, and the Ohio Department of Taxation (ODT). Currently, property owners initiate the process by submitting the appropriate Division of Tax Equalization (DTE) application to the county auditor, along with documentation demonstrating ownership, the property’s current use, and the basis for exemption or remission. The county auditor then conducts an initial review to confirm eligibility and accuracy, while the county treasurer provides a treasurer certificate for the application. After the county’s review is complete, the application is forwarded to the Ohio Department of Taxation, which performs a comprehensive evaluation and issues the final decision on the exemption. An eligible party may appeal to the Ohio Board of Tax Appeals.

Project Objectives

Implementation of a new Software as a Service (SaaS) OR Commercial Off the Shelf solution to manage the DTE 23 & 24 Applications for Real Property Tax Exemption and Remission. The system will streamline the submission, certification, and review process between Property Owners, County Auditors, and Ohio Department of Taxation while providing secure access and real-time status visibility for all users.

Submission

Proposals and supporting documentation (Proposal) must be submitted via OhioBuys for consideration. Please note that links within Proposals may not be accessible to reviewers.

To participate or submit an inquiry for this solicitation, prospective offerors (Offeror) must be registered via the OhioBuys Supplier Portal. Click the following link to initiate this process Selling to the State

Offeror Contact Information. Offerors must indicate the following contact information (name and email) within their Proposal for individuals who the department should engage with for the following:

A. Contract Negotiation (terms and conditions)

B. Scope of work

C. Invoicing and purchase orders

Training. OhioBuys training materials can be located at Supplier Resources

Help. Should technical support be required during the submission process please contact (614) 466-5090. This is for technical support only and shall not be utilized to submit inquiries related to the solicitation contents.

Browser. Chrome is the preferred browser for OhioBuys.

Proposal Submittal. Each Offeror must submit a technical Proposal and a cost Proposal as separate sections of its Proposal before the Proposal due date. Offerors are advised there will be no opportunity to correct mistakes or deficiencies in their submitted materials after the Proposal due date. Proposals that are incomplete or otherwise missing required information may not be evaluated. It is the Offeror's responsibility to ensure timely submission of a complete Proposal. Late Proposals will not be scored.

Any and all documents developed by the Offeror during the course of this project will be provided to ODT upon request and will become the property of ODT, and the Offeror shall not assert any claims arising under copyright or otherwise inconsistent with the transfer of ownership of such documents. All information submitted in response to this RFP shall be a public record unless a statutory exception exists that would protect the information from release to the public. The Offeror must identify any trade secrets in its Proposals and provide ODT with Proposals redacting trade secret information in addition to unredacted Proposals.

ODT reserves the right to:

• Accept or reject any and all Proposals and/or bids if ODT determines that it is in the best interests of ODT to do so.

• Rebid this RFP, requesting new Proposals from qualified vendors.

• Waive or modify minor irregularities in Proposals received.

• Negotiate with Offeror(s), within the requirements of this RFP, to best serve the interests of ODT.

• Require the submission of modifications or additions to Proposals as a condition of further participation in the selection process.

• Not make an award at the end of the evaluation process; this RFP is not to be interpreted or construed to guarantee that one or more Offerors submitting responses will be awarded contracts.

• Contact Offeror to clarify any portion of the Offeror’s submittal.

• If, during the review process, ODT determines that it is necessary to make further distinctions between certain Offerors, ODT may request certain selected Offerors to make a presentation to staff and reviewers.

In accordance with federal and state statutes and ODT policy, no person shall be excluded from participation or subject to discrimination in the RFP process on the basis of race, color, age, sex, national origin, military status, religion, or disability.

Special Provisions

Subcontractors. If an Offeror chooses to incorporate subcontracting to supplement completion of the scope of work, an agreement between the Offeror and subcontractor must be included in the Offeror’s submission or prior to contract award.

Travel. Any items within the scope of work that may require travel must have this expense incorporated into the associated deliverable and will not be reimbursed.

Agency Special Conditions. The Department reserves the right to add additional terms to the contract after award, if the Department determines doing so is for the purpose of meeting obligations under state or federal law.

Offeror Requirements

Offeror Experience Requirements. Candidates must have experience in conducting similar types of projects; references must be provided with this submission.

Offeror Certification Form. Candidates must complete Form – Appendix 2

Affirmation and Disclosure Form. Candidates must complete Form – Appendix 3

Offeror References. Candidates must include five references demonstrating their ability to accomplish the Scope of Work criteria.

Scope of Work

1.1 Objectives

1.1.1) Digitize and automate the submission, certification, and approval of up to four (4) DTE exemption forms.

1.1.2) Provide a seamless, user-friendly application process for property owners.

1.1.3) Streamline workflow by enabling electronic review, certify, and forwarding of applications.

1.1.4) Enable the ODT to review and approve or deny applications.

1.1.5) Ensure transparency by delivering real-time visibility into application status and performance metrics.

1.2 The offeror will provide the following services as part of this project:

1.2.1) Design and deploy secure online forms and reporting for DTE exemption applications – submit, edit, and track.

1.3 Log-In Authentication

1.3.1) Property Owners

1.3.2) County Staff

1.3.3) School Districts

1.3.4) ODT staff single sign-on (SSO) login with MFA

1.4 Workflow Automation

1.4.1) Property owners submit application(s)/documents.

1.4.2) Automatically notify the appropriate county staff, and participating school districts of applications to review, attach documents, or make comments as needed.

1.4.3) Route applications to ODT for review and approval.

1.4.4) Provide notifications, task management, and escalation for pending items.

1.4.5) Flag incomplete or invalid submissions as exceptions.

1.4.6) Provides the ability for the property owner to view/track status

1.4.7) Add notes and attachments that are collected during the application review and research process.

1.5 Mailing Templates (used for Request for Information letters and Final Determinations)

1.5.1) Ability to create Mail Merge style templates to use in creating letters to applicants that will use data from the application when generating the letter.

1.5.2) Ability to have a Mailing Template editing tool that is a user-friendly MS Word-like editor, to allow font change, modification, and WYSIWYG viewer.

1.5.3) Ability to add custom text, research, decisions, logos, and letterhead to the letter. Example: when creating final determinations letters, the examiner may include ORC citations and research in the body of the letter.

1.5.4) Ability to save letters in a draft status until the examiner completes adding their research notes to the letter. This may take days.

1.5.5) Ability to add electronic signatures for the Tax Commissioner to the letters. Example: this is done when the final determination letter is created and sent to the applicant.

1.5.6) Ability to automatically generate dates to be placed on the letters.

1.5.7) Ability to create a “respond by date” on letters that request information from the applicant.

1.6 Data Validation & Integration

1.7 Conversion

1.7.1) Application data and attachments from the existing system

1.8 Electronic Signatures and Document Management

1.8.1) Capture secure e-signatures for applicants and internal approvals.

1.8.2) Store all application documents digitally in compliance with regulatory requirements.

1.9 Security

1.9.1) Data encryption in transit and at rest

1.9.2) Role-based permissions

1.9.3) Audit logs

1.10 Accessibility

1.10.1) WCAG2.1 Level AA compliant interface for ADA accessibility.

1.11 Maintenance

1.11.1) Vendor managed patches, updates, and backups

1.12 Data and Records Management

1.12.1) Data retention and deletion should be configurable and comply with state and local requirements.

1.13 Support

1.13.1) Tiered support with defined service level agreements

1.14 Reporting & Auditing

1.14.1) Track / log actions for compliance

1.14.2) Provide dashboards for staff to monitor status, exceptions, and processing metrics.

1.14.3) Generate audit-ready reports for compliance and performance monitoring.

1.14.4) Provide ability for ad-hoc reporting.

1.14.5) Ability to extract data / data dump for ODT’s data lake system.

1.14.6) Provide required administrative reports: monthly activity report, monthly school district report, 50 oldest pending cases, 50 oldest finalized, average turnaround time by year, average turnaround time by month, pending application by examiner, total dispositions approved last month by examiner.

1.15 Process approximately 4,000 applications on a yearly basis.

1.16 Training & Knowledge Transfer

1.16.1) Deliver staff training on the new workflows and system functionalities.

1.16.2) Provide documentation for ongoing maintenance, administration, and troubleshooting.

1.17 Project Management

1.17.1) The Offeror must provide ODT its recommended methodology and approach to successfully complete this project.

Scoring Overview

Criteria	Maximum Points Available
Technical Requirements	800 Points
Cost	200 Points
Maximum Available Points	1000 Points

Evaluations Criterion

All Proposals must be submitted through OhioBuys. Proposals received outside of OhioBuys will not be considered

Evaluation Scoring

The scale below (0-5) will be used to rate each Proposal on the criteria listed in the Technical Proposal Evaluation table.

Deficient	Poor	Weak	Acceptable	Very Good	Excellent
0 Points	1 Point	2 Points	3 Points	4 Points	5 Points

ODT will score the Proposals by multiplying the score received in each category by its assigned weight and adding all categories together for the Offeror’s total technical score. Representative numerical values are defined as follows:

Numerical Rating	Adjective	Description
0	Deficient	• Response is missing necessary information to demonstrate that the Offeror can perform. • Response is devoid of strengths. • Response has an unacceptable level of risk that the Offeror will fail to satisfy the requirement(s).
1	Poor	• Response demonstrates an approach that does not meet the stated requirements and/or objectives, lacks essential information, is conflicting, and/or is unproductive. • Response contains many significant weaknesses and very minor strengths, if any. • There is not a reasonable likelihood of success and a high risk that the Offeror would fail to satisfy the requirement(s).
2	Weak	• Response demonstrates an approach that inadequately addresses the requirements and/or objectives. • Response contains weaknesses that are not offset by strengths. There are significant weaknesses and very few strengths. • There are questions about the likelihood of success and there is a risk that the Offeror may fail to satisfy the requirement(s).
3	Acceptable	• Response demonstrates an approach that offers an acceptable solution or level of quality. • Response contains strengths that are balanced by the weaknesses. Weaknesses are minor and can be corrected. • There is some probability of risk that the Offeror may fail to satisfy some of the requirement(s).
4	Very Good	• Response demonstrates an approach offering unique or innovative methods of performing the proposed work or delivering a solution. • Response contains many strengths that outweigh the weaknesses. Weaknesses, if any, are very minor and can be readily corrected. • There is little risk that the Offeror would fail to satisfy the requirement(s).
5	Excellent	• Response demonstrates an approach to the proposed work with an exceptional solution or level of quality. • Response contains many significant strengths and few minor weaknesses, if any. • There is very little risk that the Offeror would fail to satisfy the requirement(s).

Technical Evaluation

ODT will evaluate each Proposal that it has determined is timely, complete, and properly formatted. ODT may have the Proposals or portions of them reviewed and evaluated by independent third parties or various State personnel with experience that relates to the Work or to a criterion in the evaluation process. Additionally, ODT may seek reviews from end users of the Work or the advice or evaluations of various State personnel that have subject matter expertise or an interest in the Work. ODT may adopt or reject any recommendations it receives from such reviews and evaluations or give them such weight as ODT believes is appropriate. ODT will document all major decisions and make these a part of the Contract file, along with the evaluation results for each Proposal considered.

Offeror Profile	Weight	Rating	Extended Score
Offeror’s Proposal demonstrates experience implementing workflow automation or process management solutions for at least five (5) successful projects with state and/or local agencies. If an Offeror has not completed 5 successful projects with a state/local agency, please provide all other relevant experience.	25
Offeror’s Proposal demonstrates experience specific to deploying workflow systems for state and/or local agencies with at least three (3) workflow users and having more than 30 employees. If no state or local experience – please provide other relevant experience.	40
Offeror’s Proposal provides evidence that they have been in business for at least five (5) years.	5
Work Plan
Offeror’s Proposals demonstrates how solution will address all scope of work requirements.	40
Offeror’s Proposal establishes a project timeline from project buildout to regular operations, with discrete project milestones for the process. Including project update schedules and contacts for ad-hoc status updates.	10
Offeror’s Proposal provides a detailed breakdown of internal staff who will be responsible for implementation plan.	10
Offeror’s Proposals establishes a continuing support plan and designated points of contact for issue resolution.	10
Offeror’s Proposal supports both standardized reporting and ad-hoc/customized reporting.	10
Offeror’s Proposal demonstrates how platform and Offeror will comply with all IT policies.	5
Offeror’s Proposal demonstrates how platform and Offeror will comply with Data Privacy and Security best practices.	5

Budget

Cost Proposal Points:

The Offeror with the lowest proposed cost will receive 200 points. The remaining Offerors will receive a percentage of the maximum cost points available based upon the following formula:

Cost Score = (lowest proposed cost / Offeror’s proposed cost) x 200

Final Score

The Offeror with the highest total score will be recommended for the next phase of the evaluation process.

Technical Score: ______+ Cost Score: ______ = Total Score: ______

Preferences

The state will apply all preferences pursuant to Ohio Administrative Code 123:5-1-06.

Prospective Offerors may provide proof of meeting any or all of the following in order to obtain preference points.	Yes	No
A. Buy America. A domestic source end product.
A. Buy Ohio. Products raised, grown, mined, or manufactured in Ohio or a border state or for products and services offered by a Supplier demonstrating significant economic presence in Ohio or a border state.
A. Veteran-Friendly Business (VBE) Enterprise. Proof of active VBE certification, which must be provided with Proposal submission.

Invoicing

All invoices must be submitted DIRECTLY to Ohio Shared Services (OSS).

There are three options available to submit invoices to OSS:

• EMAIL: invoices@ohio.gov

• FAX: 614-485-1039

• MAIL: Ohio Shared Services, PO Box 182880, Columbus, Ohio 43218-2880

To process your invoice, please make sure all the required information listed below is on your invoice before submitting it to OSS or it will be returned for not being a proper invoice.

1. Must include the Purchase Order (PO) number assigned.

2. Supplier full name as it appears on your PO.

3. The Ship to and/or service facility name and full address

4. Unique invoice number

5. Date of service or date work was completed.

6. Complete itemization of services performed, materials or goods supplied and/or labor furnished

7. Line charge(s). If parts are included, please break out the line charges with product and charges separately.

8. No State of Ohio sales tax

9. Remit to address must match our records for payment

10. This PO is only valid for the goods and/or services received through June 30, 2026.

11. Any goods/services received after June 30, 2026 will require a new PO.

All fields mentioned above are required to count as a correct invoice; failure to provide this information will result in a returned invoice and delayed payment.

Awarding the Contract

Contract

If this RFP results in a Contract award, the Contract will consist of this RFP, including all attachments, written amendments to this RFP, the Offeror's Proposal, and written, authorized amendments to the Offeror's Proposal. It also will include any materials incorporated by reference in the above documents and any purchase orders and change orders issued under the Contract. If there are conflicting provisions between the documents that make up the Contract, the order of precedence for the documents is as follows:

1. The attached, amended and clarified version of Offeror’s Response. Offeror’s Response includes General Terms and Conditions, and all other Attachments, Supplements and materials included in Offeror’s Response as accepted by ODT;

2. The Cost Proposal Workbook;

3. The applicable Purchase Order.

Change Orders and amendments issued after the Contract is executed may expressly change the provisions of the Contract. If they do so expressly, then the most recent of them will take precedence over anything else that is part of the Contract.

Offeror must agree to comply with DAS Terms and Conditions including DAS Standard Terms and Conditions and Data Security and Privacy Terms.

Term of Contract

Once awarded, the term of the Contract will be from the effective date stated in the purchase order through 06/30/2026. The term of the Contract is contingent upon the discretionary decision of the Ohio General Assembly to appropriate funds for this Contract in each new biennium. The State may renew all or part of this Contract subject to the satisfactory performance of the Offeror and the needs of the Agency.

General Terms and Conditions

Subcontracting

The Offeror may not enter into subcontracts related to the Project after award without written approval from ODT. Nevertheless, the Offeror will not need ODT's written approval to subcontract for the purchase of commercial goods that are required for satisfactory completion of the Project. All subcontracts will be at the sole expense of the Offeror unless expressly stated otherwise in the RFP Documents.

Insurance

Offeror shall procure and maintain, for the duration of the contract, insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the services hereunder by the Offeror, its agents, representatives, or employees. Offeror shall procure and maintain, for the duration of the contract, insurance for claims arising out of their services and including, but not limited to loss, damage, theft or other misuse of data, infringement of intellectual property, invasion of privacy and breach of data. At ODT’s request, Offeror shall furnish ODT of Ohio with original certificates and amendatory endorsements or copies of the applicable policy language effecting coverage required by this clause.

Key Employees

It is expressly understood that the Offeror’s selection is based in part on the credentials of the personnel proposed in the Offeror’s Proposal. Any substitution for key personnel during the course of the contract will be deemed a material breach unless the substituted employee’s credentials are submitted to ODT and approved by ODT prior to substitution. Offeror shall report any significant changes in the organizational structure and staffing to ODT in a timely manner. Offeror shall make no changes in the assigned project management or implementation team without the express written approval of ODT.

Tax Compliance

Offeror agrees that it is compliant with and will continue to be compliant with the filing and paying of all of its Ohio taxes, including its income tax and school district employer withholding tax responsibilities. Offeror authorizes ODT to perform an inquiry regarding current tax status and ODT may communicate any issues to Offeror.

Offeror further agrees that it will notify each person supplied under this contract, that as a condition of their engagement:

• They need to be current with, and continue to be current with, all of their Ohio tax filing and payment responsibilities, including but not limited to, their Ohio income tax and school district income tax responsibilities, subject to ODT confirmation;

• They will agree to and adhere to the various ODT policies posted on its website for the protection of taxpayer data and ODT equipment, as well as personal safety and security; and

• If required to complete disclosure training in order to access sensitive or confidential ODT information, Offeror and any personnel supplied under this RFP will complete the required disclosure training at no additional cost to ODT and prior to commencing work on this project.

Offeror agrees that failure to comply with these requirements will constitute a breach of this contract.

Background Checks

All Offeror and subcontractor personnel, including any Replacement Personnel, assigned to this project who have access to sensitive or confidential information or to sensitive State systems must have a current fingerprint search and background check performed by the Federal Bureau of Investigation or other Federal investigative authority. The fingerprint search and background checks must be completed before any such Offeror or subcontractor personnel gain access to State facilities, sensitive and/or confidential information or systems. All costs associated with this will be at the Offeror's expense. At its discretion, ODT may reject any Offeror or subcontractor personnel based on the information provided in the completed background check.

The Offeror must confirm in their Proposal that all Offeror and subcontractor personnel assigned to the project will have background checks completed before the project start or before reporting to state designated project facilities.

Confidentiality

ODT may disclose to the Offeror written material or oral or other information that ODT treats as confidential ("Confidential Information"). Title to the Confidential Information and all related materials and documentation ODT delivers to the Offeror will remain with ODT. The Offeror must treat such Confidential Information as secret, if it is so marked, otherwise identified as such, or when, by its very nature, it deals with matters that, if generally known, would be damaging to the best interest of the public, other contractors, potential contractors with ODT, or individuals or organizations about whom ODT keeps information. By way of example, information must be treated as confidential if it includes any proprietary documentation, materials, flow charts, codes, software, computer instructions, techniques, models, information, diagrams, know-how, trade secrets, data, business records, or marketing information. By way of further example, the Offeror also must treat as confidential materials such as police and investigative records, files containing personal information about individuals or employees of ODT, such as personnel records, tax records, and so on, court and administrative records related to pending actions, any material to which an attorney-client, physician-patient, or similar privilege may apply, and any documents or records excluded by Ohio law from public records disclosure requirements.

The Offeror may not disclose any Confidential Information to third parties and must use it solely to do the Project. The Offeror must restrict circulation of Confidential Information within its organization and then only to people in the Offeror's organization that have a need to know the Confidential Information to do the Project. The Offeror will be liable for the disclosure of such information, whether the disclosure is intentional, negligent, or accidental, unless otherwise provided below.

The Offeror will not incorporate any portion of any Confidential Information into any work or product, other than a Deliverable, and will have no proprietary interest in any of the Confidential Information. Furthermore, the Offeror must cause all of its Personnel who have access to any Confidential Information to execute a confidentiality agreement incorporating the obligations in this section.

The Offeror's obligation to maintain the confidentiality of the Confidential Information will not apply where such: (1) was already in the Offeror's possession before disclosure by ODT, and such was received by the Offeror without obligation of confidence; (2) is independently developed by the Offeror; (3) except as provided in the next paragraph, is or becomes publicly available without breach of this Contract; (4) is rightfully received by the Offeror from a third party without an obligation of confidence; (5) is disclosed by the Offeror with the written consent of ODT; or (6) is released in accordance with a valid order of a court or governmental agency, provided that the Offeror (a) notifies ODT of such order immediately upon receipt of the order and (b) makes a reasonable effort to obtain a protective order from the issuing court or agency limiting disclosure and use of the Confidential Information solely for the purposes intended to be served by the original order of production. The Offeror must return all originals of any Confidential Information and destroy any copies it has made on termination or expiration of this Contract.

Information that may be available publicly through other sources about people that is personal in nature, such as medical records, addresses, phone numbers, social security numbers, and similar things are nevertheless sensitive in nature and may not be disclosed or used in any manner except as expressly authorized in this Contract. Therefore, item (3) in the preceding paragraph does not apply, and the Offeror must treat such information as Confidential Information whether it is available elsewhere or not.

The Offeror may disclose Confidential Information to its subcontractors on a need-to-know basis, but the Offeror first must obligate them to the requirements of this section.

Offeror agrees that all work will be conducted in a safe and secure environment. Under no circumstances will any work related to this project be conducted or any communications related to this project occur in a public place or using an internet connection accessible to the public.

Confidentiality Agreements

When the Offeror performs services under this RFP that require the Offeror’s and its subcontractors’ personnel to access facilities, data, or systems that ODT in its sole discretion deems sensitive, ODT may require the Offeror’s and its subcontractors’ personnel with such access to sign an individual confidential agreement and policy acknowledgements, and have a background check performed before accessing those facilities, data, or systems. The Offeror must immediately replace any of its or its subcontractors’ personnel who refuse to sign a required confidentiality agreement or acknowledgment or have a background check performed.

Appendix 1

Executive Order 2019-12D

No Contract Funds May be Spent Offshore

Executive Order 2019-12D “Governing the Expenditure of Public Funds for Offshore Services” prohibits the use of any public funds within the control of an executive agency to purchase services which will be performed outside of the United States. The Executive Order can be found at the following website: https://governor.ohio.gov/wps/portal/gov/governor/media/executive-orders/2019-12d

Appendix 2

Offeror Certification Form

Note: Offeror must provide a response to each of the numbered items in the Offeror Certification Form.

1. The Offeror is not currently subject to an “unresolved” finding for recovery under Revised Code Section 9.24, and the Offeror will notify the Procurement Representative any time it becomes subject to such a finding before the award of a Contract arising out of this RFP.

2. The Offeror certifies that it will not and will not allow others to perform work for the State of Ohio outside the geographic limitations contained in Attachment Two or take data that belongs to the State of Ohio outside the geographic limitations contained in Attachment Two without express written authorization from ODT.

3. The Offeror certifies that its responses to the following statements are true and accurate. The Offeror’s answers apply to the last seven years. Please indicate yes or no in each column.

Yes/No	Description
	The Offeror has had a contract terminated for default or cause.
	The Offeror has been assessed any penalties in excess of $10,000.00, including liquidated damages, under any of its existing or past contracts with any organization (including any governmental entity).
	The Offeror was the subject of any governmental action limiting the right of the Offeror to do business with that entity or any other governmental entity.
	Trading in the stock of the company has ever been suspended with the date(s) and explanation(s).
	The Offeror, any officer of the offeror, or any owner of a 20% interest or greater in the Offeror has filed for bankruptcy, reorganization, a debt arrangement, moratorium, or any proceeding under any bankruptcy or insolvency law, or any dissolution or liquidation proceeding.
	The Offeror, any officer of the Offeror, or any owner with a 20% interest or greater in the Offeror has been convicted of a felony or is currently under indictment on any felony charge.

If the answer to any item above is affirmative, the Offeror must provide complete details about the matter. While an affirmative answer to any of these items will not automatically disqualify an Offeror from consideration, at the sole discretion of ODT, such an answer and a review of the background details may result in a rejection of the Proposal. ODT will make this decision based on its determination of the seriousness of the matter, the matter’s possible impact on the Offeror’s performance under the Contract, and the best interest of ODT.

4. The Offeror certifies that neither it nor any of its people that may work on or benefit from the Contract through the Offeror has a possible conflict of interest (e.g., employed by the State of Ohio, etc.) other than the conflicts identified immediately below:

Potential Conflicts (by person or entity affected)

(Attach an additional sheet if more space is needed.)

5. The Offeror certifies that all its and its subcontractors’ personnel provided for the Work will have a valid I-9 form on file with the Offeror or subcontractor, as appropriate, and will have presented valid employment authorization documents, if they are not United States citizens.

6. The Offeror certifies that its regular, fulltime employees will perform at least 30% of the Work.

7. The following is a complete list of all subcontractors, if any, that the Offeror will use on the Work, if ODT selects the Offeror to do the Work:

8. ________________________________

________________________________

________________________________

________________________________

________________________________

________________________________

________________________________

________________________________

The Offeror certifies that that any MBE program participants will provide necessary data to ensure program reporting and compliance.

9. If the Offeror qualifies as a Veterans Friendly Business Enterprise as defined by ORC 9.318 and OAC 123:5-1-01 (KK), the Offeror certifies that it is a Veterans Friendly Business Enterprise.

Provide the following information for a contact person who has authority to answer questions regarding the Offeror’s Proposal:

Name
Title
Mailing Address
Office Phone Number
Cell Phone Number
Fax Number
Email Address

__________________________

Signature

__________________________

Name

__________________________

Title

__________________________

Company Name

__________________________

Company D-U-N-S Number

Appendix 3

Affirmation and Disclosure Form

AFFIRMATION AND DISCLOSURE FORM

By the signature affixed hereto, the Contractor affirms and understands that if awarded a contract, both the Contractor and any of its subcontractors shall perform no services requested under this Contract outside of the United States, nor allow State data to be sent, taken, accessed, tested, maintained, backed-up, stored or made available remotely (located) outside of the United States.

The Contractor shall provide all the name(s) and location(s) where services under this Contract will be performed and where data is located in the spaces provided below or by attachment. Failure to provide this information may result in no award. If the Contractor will not be using subcontractors, indicate “Not Applicable” in the appropriate spaces.

Principal location of business of Contractor:

(Address) (City, State, Zip)

Name/Principal location of business of subcontractor(s):

(Name) (Address, City, State, Zip)

(Name) (Address, City, State, Zip)

Location where services will be performed by Contractor:

(Address) (City, State, Zip)

Name/Location where services will be performed by subcontractor(s):

(Name) (Address, City, State, Zip)

(Name) (Address, City, State, Zip)

Location where state data will be located, by Contractor:

(Address) (Address, City, State, Zip)

Name/Location(s) where state data will be located by subcontractor(s):

(Name) (Address, City, State, Zip)

(Name) (Address, City, State, Zip)

(Name) (Address, City, State, Zip)

(Name) (Address, City, State, Zip)

(Name) (Address, City, State, Zip)

Contractor also affirms, understands and agrees that Contractor and its subcontractors are under a duty to disclose to ODT any change or shift in location of services performed by Contractor or its subcontractors before, during and after execution of any Contract with ODT. Contractor agrees it shall so notify ODT immediately of any such change or shift in location of its services. ODT has the right to immediately terminate the contract, unless a duly signed waiver from ODT has been attained by the Contractor to perform the services outside the United States.

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