(1) Vendor needs to provide web–based case management system.– Services available for a modern and efficient case management system.– A web–based application.– Mobile platform that allows view and edit access from a mobile device (smartphone, tablet).– An e–customized template form.– A centralized data storage.– A workflow design for a minimum of the work units identified.– A solution for digitizing the internal process for collecting.– Mail merge type capability.– Ability to set system access by user level or role.– Users (internal and external) have the capabilities to upload and store documentation to a particular case, draft documents in response, and route documents through a defined approval process.– Transparency for taxpayers.– Training for subject matter experts.– Functionality for future enhancements to the template forms and workflow through the preferred vendor.– Reporting issues would be intelligently routed by issue type to staff with the appropriate skill set, and there would be an associated queue for working on and resolving the issues received.– The successful solution will provide functionality for automated routing and workflow of specific work items to the appropriate staff.