GOVERNMENT OF THE DISTRICT OF COLUMBIA
Office of the Chief Financial Officer
Page 2
Guidelines on the OCFO’s Katrina Relief Efforts
September 15, 2005
Glen Lee
Chief Financial Officer
The Honorable Phil Mendelson
Chairman
Council of the District of Columbia
1350 Pennsylvania Avenue, NW, Suite 504
Washington, DC 20004
Dear Chairman Mendelson:
Pursuant to D. C. Official Code § 2-352.02a, enclosed for consideration and approval by the
Council of the District of Columbia is proposed Modification No. 6 to Contract No. CFOPD-21-
C-001 with Fast Enterprise, LLC to exercise option year two (2) in the not to exceed amount of
$11,190,662.29. The period of performance is from July 1, 2023 to June 30, 2024.
Under the proposed modification, Fast Enterprise, LLC shall continue to provide maintenance and
support services and implement a system upgrade for the Modernized Integrated Tax System
(MITS) operating on the GenTax software on behalf of the Office of the Chief Information Officer.
As always, I am available to discuss any questions you may have regarding the proposed contract
action. In order to facilitate a response to any questions concerning the proposed contract action,
please have your staff contact Dorothy Whisler Fortune, Director of the Office of Contracts for
the Office of the Chief Financial Officer at (202) 442-8078.
Sincerely,
Glen Lee
cc: Nyasha Smith, Secretary, Council of the District of Columbia
John A. Wilson Building * 1350 Pennsylvania Avenue, NW * Suite 203 * Washington, DC 20004
Phone: (202) 727-2476 * Fax: (202) 727-1643 * www.cfo.dc.gov
 COUNCIL CONTRACT SUMMARY
(OPTION)
Pursuant to Section 202(c-3) of the Procurement Practices Reform Act of 2010, as amended, D.C.
Official Code § 2-352.02(c-3), the following contract option summary is provided:
The proposed contractor, contract amount, contract term, and contract type:
Prime Contractor: Fast Enterprises, LLC
Subcontractor: Enlightened, Inc.
Contract Amount: The proposed amount for Option Year Two is
$11,190,662.29; and provides for the required Core21 system upgrade implementation
scope incorporated via Modification Five for enhanced functionality and security features
and provides for continued maintenance and support services for the Modernized Integrated
Tax System (MITS).
Unit and method of compensation: United States Dollars (USD) in accordance with
Section B, Pricing, of the contract.
Contract Term: The contract has a base period of one (1) year with nine (9), one (1) year
options.
Contract Type: Fixed Price
The identifying number of the underlying contract, including the identifiers assigned to the
underlying contract by the Council for the base period of the contract and any subsequent
option periods;
The Council of the District of Columbia approved the Base Year of contract CFOPD-21-C-001 via
CA24-0088 in the amount of $7,637,330.00, and Option Year One via CA24-0503 in the amount of
$8,230,297.42.
(3) A statement indicating that the contracting officer determined through the Citywide Clean
Hands Database that the contractor is current with its District taxes or has worked out and is
current with a payment schedule approved by the District, or that the contracting officer will
offset any outstanding amount pursuant to D.C. Official Code § 2-353.01(9):
A Citywide Clean Hands check was performed on Fast Enterprises, LLC and based on the results
provided the Contracting Officer has determined that Fast Enterprises, LLC is current. The Clean
Hands compliance document is included in this Council package.
(4) A certification that the proposed contract is within the appropriated budget authority for the
agency for the fiscal year and is consistent with the financial plan and budget adopted in
accordance with D.C. Official Code §§ 47-392.01 and 47-392.02:
The funding certification is included in this Council package.
_______________________________
Dorothy Whisler Fortune, Esq. CPPO
Director
Office of Contracts
* Governmentofthe District ofColumbia
*
*
(mmm Officeof theChiefFinancial Officer 1101 4%Street, SW
(lm Officeof Taxand Revenue Washington,
DC20024
Date ofNotice: March 21, 2023 Notice Number: 10009307461 =
FAST ENTERPRISES LLC
7229 S ALTON WAY
CENTENNIAL CO 80112-2202
CERTIFICATE OF CLEAN HANDS
As reported in the Clean Hands system, the above referenced individual/entity has no outstanding
liability with the District of Columbia Office of Tax and Revenue or the Department of Employment
Services. As of the date above, the individual/entity has complied with DC Code § 47-2862, therefore
this Certificate of Clean Hands is issued.
TITLE 47. TAXATION, LICENSING, PERMITS, ASSESSMENTS, AND FEES.
CHAPTER 28 GENERAL LICENSE
SUBCHAPTER II. CLEAN HANDS BEFORE RECEIVING A LICENSE OR PERMIT
D.C. CODE§ 47-2862 (2006)
§ 47-2862 PROHIBITION AGAINST ISSUANCE OF LICENSE OR PERMIT
Authorized By Melinda Jenkins
Branch Chief, Collection and Enforcement Administration
To validate this certificate, please visit MyTax.DC.gov. On the MyTax DC homepage, click the
“Validate a Certificate of Clean Hands” hyperlink under the Clean Hands section.
1101 4th Street SW, Suite W270, Washington, DC 20024/Phone:(202)724-5045/MyTax.DC.g0v
 GOVERNMENT OF THE DISTRICT OF COLUMBIA
OFFICE OF THE CHIEF FINANCIAL OFFICER
Office of Management & Administration
MEMORANDUM
TO: Dorothy Fortune, Director
Office of Contracts
FROM: Nicole Dean Brown,
Budget Officer
DATE: May 4, 2023
SUBJECT: Funding Certification – FAST OY2 and Core 21 Modification CFOPD-21-C-001
This memorandum is to certify that funding is available within the Office of the Chief Financial
Officer (OCFO) annual operating budget in the amount of $11,190,662.29. The vendor will
provide FAST Gentax maintenance and support service, along with the Core 21 upgrade
implementation and maintenance.
The proposed contract will cross fiscal years using local and capital funding. The FY2023 local
portion of $2,405,332.01 is within the appropriated budget authority for the agency. FY2024
local and capital funding of $8,785,330.28 is contingent upon the approval of the FY2024
Appropriated Budget.
The proposed contract is within the appropriated budget authority for the agency for the fiscal
year referenced. The proposed contract is consistent with the financial plan and budget that is
proposed for adoption in accordance with D.C. Code §47-392.01and §47-392.02.
If you have any questions, please do not hesitate to contact me.
Southwest Waterfront * 1100 4th Street, S.W.* Suite 770E * Washington, DC 20024
Phone: (202) 442-8036 * Fax: (202) 442-6327 * www.cfo.dc.gov
 GOVERNMENT OF THE DISTRICT OF COLUMBIA
OFFICE OF THE CHIEF FINANCIAL OFFICER
Office of General Counsel
MEMORANDUM
TO: Glen Lee
Chief Financial Officer
THRU: David Tseng
General Counsel
FROM: Treva Saunders
Associate General Counsel,
Personnel and Procurement
DATE: May 31, 2023
SUBJECT: Certification of Legal Sufficiency
Contract No.: CFOPD-21-C-001
Contract Action: Option Year 2
Contractor: Fast Enterprises, LLC
Contract NTE Amount: $11,190,662.29
Contract Purpose: To continue to provide maintenance and support services for
the Modernized Integrated Tax System (MITS).
This is to Certify that this Office has reviewed the above-referenced contract and that we have
found it to be legally sufficient. If you have any questions in this regard, please do not hesitate to
contact me at 442-7127.
________________________________________
Treva Saunders
05/23/2023
GenTax Maintenance & Support Services Modification (5)
CFOPD-21-C-001
Page 2 of S
Attachment A.
1. Section B.5.2.1 Option Year 2 Pricing is hereby added as follows:
B.5.2.1 Option Year 2 Pricing (July 1, 2023, through June 30, 2024)
CLIN Description Total Price
21__ | Level 1 Annual Maintenance $1,758,960.00
22 _| Centralized Tech Support (CTS) $357,288.75
23 _| Hosting Systems $1,781,319.75
24 _| Fraud Detection Maintenance Service (FDS) $339,765.11
25 _ | Resource Support Services (NTE) $4,653,328.68
Full Time Equivalent (FTE)| Hourly Rate
Resource Quantity per FTE
25a 10+ FTE Offsite $197.88
25b 10+ FTE Onsite $203.38
25e 5-9 FTE Offsite $203.38
25d 5-9 FTE Onsite $208.88
2e 1-4 FTE Offsite $208.88
2st 1-4 FTE Onsite $214.37
26 Core21 Upgrade Implementation $2,500,000.00
Total $11,390,662.29
Applied Discount per Section B.5.4 ~$200,000.00
Total Estimated Option Year 2 $11,190,662.29
Optional Item Description Price
27__ | Level 3 ~ Add On to Level 1 $3,487,138.20
GenTax Maintenance & Support Services Modification (5)
CFOPD-21-C-001
Page 3 of 5
Attachment B
2. Section C.3.XXII Core21 Upgrade Implementation is hereby incorporated as follows:
XXIII Core21 Upgrade Implementation
1. The Core21 implementation shall start January 2, 2024, and roll out September 30, 2024. This
implementation will span Option Year 2, from July 1, 2023, through June 30, 2024, and Option
Year 3, July 1, 2024, through June 30, 2025, and shall be invoiced quarterly over the Project
implementation period (January 2024 thru December 2024).
2. The total cost ofCore21 Upgrade Implementation is $5,000,000; split evenly between Option Year
2 and Option Year 3.
3. The Core2! Upgrade Implementation shall utilize resources from CLIN 25 (Resource Support
Services) as well as FAST dedicated resources from CLIN 26 (Core21 Upgrade Implementation)
for Core21. Resource Support Services shall maintain Production Support ensuring changes will
function as part ofCore21 as well as actively working on the Core21 implementation. OCIO will
prioritize requests that will have an impact on financial, customer service, or legislative deadlines to
mitigate or reduce risks to the Core21 Upgrade Implementation.
4. To ensure Core21 Implementation will roll out by September 30, 2024, the Contractor shall begin
preparatory activities with Resource Support Services and District staff prior to the start ofCore21
implementation.
5. The Contractor shall at a minimum utilize eight (8) FAST resources that shall be dedicated for
Core21 Implementation. These additional resources are to support the upgrade only. At most one
(1) dedicated resource for the Core21 Implementation will not have a requirement of GenTax
experience. The remaining dedicated Core 21 Resources shall have at least eighteen (18) months
experience with GenTax, working at one (1) or more Contractor sites unless mutually agreed and
approved by the Director, TSG.
6. The Contractor shall provide at least two (2) dedicated trainers, who are not subject to the
experience requirements, to deliver full training of the system and not limited to changes from the
Core21 Upgrade.
7. The following mandatory features of Core21 Upgrade shall be implemented during the ten (10)
month implementation timeline:
Area Description Impact
Customer Dashboard Redesign MED
a) Maximize useofavailable space
b) 360°tabs
©)_ Customizable user experience with focused tabs _
e-Services Payment Authorization
a) Replacement of current payment web request functionality
b) Support for different payment origins such as ACH debit |
or credit card without the need for site processing |
a c)_Web notice expiration capabilities I
Job Stream | Logging Enhancements [Low
GenTax Maintenance & Support Services Modification (5)
CFOPD-21-C-001
Page 4 of5
a) New scan jobmetrics for stoppedand restartedjobs.
Learning | Class Monitoring ;LOw
a) New monitoring tab for quick access to attendee snapshots
‘Security Tokenization | HIGH
| a). Sensitive data elements such as IDs and banking
information are no longer stored with other identifiable
information in application tables
b) Tokens are required for the application to retrieve or
splay sensitive, non-tokenized data elements
Technical isual Basic to C# Conversion
a) Core language transition from Visual Basic to C#
b) Active, site business objects must be converted, verified,
tested and deployed
Technical | Managed Payments
| a) Convert payments from Traditional Payments to Managed
Payments
b) Active, site business objects must be converted, verified,
tested and deployed to use the Managed Payments engine
Tools Configuration Check Bulk Select LOW
a) Configuration check bulk resolutions
Tools Slice Run Dates LOW
a) Run date recommendations for existing slices
Transactions History for Custom Rate Changes LOW
a) New tab detailing custom rate change history
b)_A new tab was created for showing custom rate changes.
Web Docs Sidebar Navigation Search LOW
b) New navigation tools allowing users to quickly move to
any areaof the system from the sidebar
Web Docs Web Doc Visual and Usability Enhancements MED
a) Web doc visual enhancements
b) Replacementofhelp mode with contextual help
8. The following are requirements for Core21 Upgrade Implementation:
a, Mandatory features from Section C.3.XXIII(7) shall be implemented;
b. Existing functionalities in MITS version 12 shall work as expected in Core21;
¢. The Contractor’s implementation methodology and tools shall be used;
d. Training shall include end-user overview trainingof all components; and
e. The District shall be responsible for the following:
i, Identifying dedicated business analysts and testers
. Helping define and review business requirements
Verifying base configuration
. Verifying development
v. Assisting with change/impact analysis
vi. Creating test scenarios
vii. Business testing
GenTax Maintenance & Support Services Modification (5)
CFOPD-21-C-001
Page 5 of5
ix. Application security testing
x. Assisting with cutover
xi, Assisting with deskside support
9. There shall be a warranty periodofthree (3) months after the Core21 Implementation. The warranty
period includes assisting with deskside support and working corrections to fix issues found from the
Upgrade,
10. Payments for the Core21 Implementation shall follow a quarterly schedule.
Quarter Amount
January 1, 2024 — March 31, 2024 $1,250,000
April 1, 2024 — June 30, 2024 $1,250,000
July 1, 2024 — September 30, 2024 $1,250,000
October 1, 2024 - December 31, 2023 | $1,250,000
 7. Contract Number Page of Pages
AMENDMENT OF SOLICITATION / MODIFICATION OF CONTRACT| CFOPD-21-C-001 111
7%. AmendmenModiication Number| 3. Effective Date “7 Requistion/Purchase Request No, | 5. Solctation Caption
Modification 6 See 16 C below GenTax Maintenance &
‘Support Services.
6. Issued by, Code 7- Raministered by (irother than ine 6)
Office of the Chief Financial Officer
Office of Contracts
1100 4” Street, S.W. Suite E610
Washington, D.C. 20024
3-Narne and Addrass
of Contactor(No Woe, iy, coun,Save and ip co26) TR Amendment