Procurement Component No. TAMPRef.No. Procurement Table 4. Plan for Bank's Category Estimated method Initial Description of Review Overall Assignment/Activity (Prior/ Cost (USD) Post) International document Open 1 1 CS (IC) Post 105,600 management expert Competition Consulting services for profit shifting, base erosion, 2 tax law, information 1 CS (Firm) QCBS Post 638,000 exchange and EU information exchange Sub-total for Component 1: Legal Environment and Tax Policy Reform 743,600 Consulting services for (i) HR Strategy, (ii) Gap Analysis between current 3 and strategy, (iiI) tax 2 CS (Firm) QCBS Post 743,600 organization expert organizational structure, and (iv) training Consulting services to 4 implement HRMIS 2 CS (Firm) QCBS Post 431,200 enhacements and training Consulting services to Open 5 develop specifications for 2 CS (IC) Competition Post 22,000 equipment for the centers Video Conference link 6 between HQ, 4 training 2 Goods RFB Post 275,000 centers 7 Projector and fax machines Goods RFQ Post 14,600 Consulting services for 8 survey and analysis (1 per 2 CS (Firm) CQS Post 154,000 year) Consulting services for Business Process Re- engineering of tax 9 operations, including 2 CS (Firm) QCBS Prior 2,050,400 training of trainers to introduce the new functions to STA operational units Consulting services for Tax Police business redesign 10 2 CS (Firm) CQS Post 193,600 and introduce changes for international best practices Consulting services to develop course and deliver Open 11 classes in tax law and 2 CS (IC) Competition Post 22,000 procedures for prosecutors and judiciary International VAT gap Open 12 2 CS (IC) Competition Post 70,400 expert Open 13 Local VAT gap expert 2 CS (IC) Competition Post 48,400 Tax audit PC equipment ( 14 encrypted laptop, multi- 2 Goods RFB Post 1,486,300 function printer) Business Process Re- 15 engineering of taxpayer 2 CS (Firm) QCBS Post 404,800 services. 16 Taxpayer survey 2 CS (Firm) CQS Post 154,000 Supply and installation of 17 kiosk queue management 2 Goods RFB Post 198,000 equipment 18 Call center software 2 Goods RFB Post 204,600 E-audit software for 19 working papers and case 2 Goods RFB Post 431,700 management Database subscription for 20 2 Goods RFB Post 440,000 transfer pricing information Licence IBM i2 Analysts 21 2 Goods RFQ Post 70,400 Notebook Software Specialized analytical software (10% licensing per 22 2 Goods RFQ Post 38,500 year) for revenue estimation Public communication 23 2 CS (Firm) LCS Post 105,600 awareness campaign Sub-total for Component 2: STA Organization and Operations 7,559,100 Consulting services to provide ICT application, prepare gap analysis 24 between BRP system and 3 CS (Firm) QCBS Prior 827,200 existing system (or specifications for COTS system) 25 ICT experts (multiple) 3 CS (IC) IC TBD 950,400 International ICT 26 consulting firm for e-cash 3 CS (Firm) CQS Post 290,400 register (e-fiscalization) 27 Security audit of IT systems 3 CS (firm) CQS Post 90,200 Procure IIS enhancements Non-consulting 28 3 RFB Prior 16,764,000 or new COTS product services Risk management software 29 and integrate into IIS 3 Goods RFB Post 605,000 system Supply and installation of 30 3 Goods RFB Post 990,000 primary data center and disaster recovery dater center equipment Procurement servers, network switches, storage, 31 3 Goods RFB Post 462,000 PC's and printers, etc) + new end-user requirements Data center automation 32 3 Goods RFB Post 105,600 software Integrator for e-fiscalization Non-consulting 33 (software, hardware, and 3 services RFB Prior 9,825,000 integration) Consulting services for data exchange analysis, policy 34 3 CS (Firm) CQS Post 167,200 recommendations plus procedures to implement Consulting services for data mining assistance including 35 3 CS (Firm) CQS Post 167,200 training for risk management Additional servers and communication 36 3 Goods RFB Post 499,400 infrastructure for automated data exchange Consulting firm for records management and archiving 37 3 CS (Firm) QCBS Prior 1,069,200 pilots and full deployment within STA Establishment storage centers (setting up records 38 3 Goods RFB Prior 2,200,000 centers or outsourcing contracts) Consulting services for 39 record disposition and 3 CS (Firm) QCBS Prior 4,173,100 transfer 40 Document scanners 3 Goods RFB Post 990,000 EDRMS system improvement, upgrades, 41 3 CS (Firm) CQS Post 247,500 integration, development & digital continuity planning Sub-total for Component 3: ICT System Modernization and Records Management 40,423,400 Project Manager (local 42 4 CS (IC) IC Prior 264,000 consultant) Administrative assistant 43 4 CS (IC) IC Post 66,000 (local) International advisor to 44 4 CS (IC) IC Prior 457,600 Project Manager International contract 45 manager specialist (all 4 CS (IC) IC Post 211,200 contracts including IT) 46 Translation services 4 CS (IC) IC Post 79,200 47 Audit services 4 CS (Firm) LCS Post 55,000 International advisor on 48 4 CS (IC) IC Prior 739,200 change management Environmental 49 4 CS (IC) IC Post 37,400 Management Specialist Social Safeguards 50 4 CS (IC) IC Post 37,400 Specialist Sub-total for Component 4: Project Management and Change Management 1,947,000 51 Furniture 1,2,3,4 Goods RFQ Post 113,300 53 PC Equipment 1,2,3,4 Goods RFB Post 225,400 52 Training and Study Tours 1,2,3,4 N/A N/A N/A 743,400 52 Operating costs 1,2,3,4 N/A NA N/A 244,800 Grand Total for entire Project 52,000,000 PROCUREMENT Serbia : Tax Administration Modernization Project PLAN General Information Country: Serbia Bank’s Approval Date of the Original Procurement Plan: 2019-07-23 2020-01-15 Revised Plan Date(s): (comma delineated, leave blank if none) Project ID: P163673 GPN Date: 2019-08-06 Project Name: Tax Administration Modernization Project Loan / Credit No: IBRD / 89360 Executing Agency(ies): Central Fiduciary Unit WORKS Bid Evaluation Activity Reference No. / Draft Bidding Loan / Credit Market Procurement Prequalification Actual Amount Process Draft Pre-qualification Prequalification Specific Procurement Bidding Documents Proposal Submission / Report and Description Component Review Type Method Document / Signed Contract Contract Completion No. Approach Process (Y/N) (US$) Status Documents Evaluation Report Notice / Invitation as Issued Opening / Minutes Recommendation for Justification Award Planned Actual Planned Actual Planned Actual Planned Actual Planned Actual Planned Actual Planned Actual Planned Actual Planned Actual GOODS Bid Evaluation Activity Reference No. / Draft Bidding Loan / Credit Market Procurement Prequalification Actual Amount Process Draft Pre-qualification Prequalification Specific Procurement Bidding Documents Proposal Submission / Report and Description Component Review Type Method Document / Signed Contract Contract Completion No. Approach Process (Y/N) (US$) Status Documents Evaluation Report Notice / Invitation as Issued Opening / Minutes Recommendation for Justification Award Planned Actual Planned Actual Planned Actual Planned Actual Planned Actual Planned Actual Planned Actual Planned Actual Planned Actual NON CONSULTING SERVICES Bid Evaluation Activity Reference No. / Draft Bidding Loan / Credit Market Procurement Prequalification Actual Amount Process Draft Pre-qualification Prequalification Specific Procurement Bidding Documents Proposal Submission / Report and Description Component Review Type Method Document / Signed Contract Contract Completion No. Approach Process (Y/N) (US$) Status Documents Evaluation Report Notice / Invitation as Issued Opening / Minutes Recommendation for Justification Award Planned Actual Planned Actual Planned Actual Planned Actual Planned Actual Planned Actual Planned Actual Planned Actual Planned Actual CONSULTING FIRMS Activity Reference No. / Combined Evaluation Loan / Credit Market Contract Type Actual Amount Expression of Interest Short List and Draft Request for Proposals Opening of Technical Evaluation of Description Component Review Type Method Process Status Terms of Reference Report and Draft Signed Contract Contract Completion No. Approach (US$) Notice Request for Proposals as Issued Proposals / Minutes Technical Proposal Negotiated Contract Planned Actual Planned Actual Planned Actual Planned Actual Planned Actual Planned Actual Planned Actual Planned Actual Planned Actual SER-AUDIT-QCBS-CS-20- 07/TAMP / Audit of the “Tax Administration Modernization Project” (TAMP), for the year 2020- Project Management and Quality And Cost- Pending first period, 2021-second IBRD / 89360 Prior Open - National 0.00 2020-01-24 2020-02-28 2020-04-17 2020-05-15 2020-06-14 2020-07-05 2020-07-19 2025-01-31 Change Management Based Selection Implementation period, 2022-third period, 2023-fourth period, 2024-fifth period and 2025 (Closing date 31,2024 plus 4 months )-sixth period. INDIVIDUAL CONSULTANTS Activity Reference No. / Invitation to Loan / Credit Market Actual Amount Draft Negotiated Description Component Review Type Method Contract Type Process Status Teams of Reference Identified/Selected Signed Contract Contract Completion No. Approach (US$) Contract Consultant Planned Actual Planned Actual Planned Actual Planned Actual Planned Actual Individual SER-TAMP-IC-CS-19-01 / Project Management and Under IBRD / 89360 Prior Consultant Open 0.00 2019-07-31 2019-09-11 2019-09-20 2019-09-30 2024-10-31 Project Manager Change Management Implementation Selection Page 1 Individual SER-TAMP-IC-CS-19-02 / Project Management and Under IBRD / 89360 Post Consultant Open 0.00 2019-07-31 2019-09-11 2019-09-20 2019-09-30 2024-10-31 Project Assistant Change Management Implementation Selection Page 2