Bank' Procurement Component No. TAMPRef.No. Procurement s Table 4. Plan for Estimated Category method Initial Revie Description of Overall w Assignment/Activity Cost (Prior (USD) / Post) International Open 1 document 1 CS (IC) Competiti Post 105,600 management expert on Consulting services for profit shifting, base erosion, tax law, 2 1 CS (Firm) QCBS Post 638,000 information 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 and strategy, 3 2 CS (Firm) QCBS Post 743,600 (iiI) tax organization expert organizational structure, and (iv) training Consulting services to implement HRMIS 4 2 CS (Firm) QCBS Post 431,200 enhacements and training Consulting services to Open develop specifications 5 2 CS (IC) Competiti Post 22,000 for equipment for the on centers Video Conference link 6 between HQ, 4 training 2 Goods RFB Post 275,000 centers Projector and fax 7 Goods RFQ Post 14,600 machines Consulting services for 8 survey and analysis (1 2 CS (Firm) CQS Post 154,000 per year) Consulting services for Business Process Re- engineering of tax operations, including 9 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 10 2 CS (Firm) CQS Post 193,600 redesign and introduce changes for international best practices Consulting services to develop course and Open deliver classes in tax 11 2 CS (IC) Competiti Post 22,000 law and procedures for on prosecutors and judiciary Open International VAT gap 12 2 CS (IC) Competiti Post 70,400 expert on Open 13 Local VAT gap expert 2 CS (IC) Competiti Post 48,400 on Tax audit PC equipment ( encrypted 14 2 Goods RFB Post 1,486,300 laptop, multi-function printer) Business Process Re- 15 engineering of 2 CS (Firm) QCBS Post 404,800 taxpayer services. 16 Taxpayer survey 2 CS (Firm) CQS Post 154,000 Supply and installation of kiosk queue 17 2 Goods RFB Post 198,000 management equipment 18 Call center software 2 Goods RFB Post 204,600 E-audit software for 19 working papers and 2 Goods RFB Post 431,700 case management Database subscription 20 for transfer pricing 2 Goods RFB Post 440,000 information Licence IBM i2 Analysts 21 2 Goods RFQ Post 70,400 Notebook Software Specialized analytical software (10% 22 2 Goods RFQ Post 38,500 licensing per 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 24 3 CS (Firm) QCBS Prior 827,200 gap analysis between BRP system and existing system (or specifications for COTS system) 25 ICT experts (multiple) 3 CS (IC) IC TBD 950,400 International ICT consulting firm for e- 26 3 CS (Firm) CQS Post 290,400 cash register (e- fiscalization) Security audit of IT 27 3 CS (firm) CQS Post 90,200 systems Procure IIS Non- 16,764,00 28 enhancements or new 3 consulting RFB Prior 0 COTS product services Risk management 29 software and integrate 3 Goods RFB Post 605,000 into IIS system Supply and installation of primary data center 30 and disaster recovery 3 Goods RFB Post 990,000 dater center equipment Procurement servers, network switches, 31 storage, PC's and 3 Goods RFB Post 462,000 printers, etc) + new end-user requirements Data center 32 3 Goods RFB Post 105,600 automation software Integrator for e- Non- fiscalization (software, 33 3 consulting RFB Prior 9,825,000 hardware, and services 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 35 3 CS (Firm) CQS Post 167,200 including training for risk management Additional servers and communication 36 infrastructure for 3 Goods RFB Post 499,400 automated data exchange Consulting firm for 37 records management 3 CS (Firm) QCBS Prior 1,069,200 and archiving pilots and full deployment within STA Establishment storage centers (setting up 38 3 Goods RFB Prior 2,200,000 records 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, 41 upgrades, integration, 3 CS (Firm) CQS Post 247,500 development & digital continuity planning Sub-total for Component 3: ICT System Modernization and Records 40,423,40 Management 0 Project Manager (local 42 4 CS (IC) IC Prior 264,000 consultant) Administrative 43 4 CS (IC) IC Post 66,000 assistant (local) International advisor 44 4 CS (IC) IC Prior 457,600 to 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 48 on change 4 CS (IC) IC Prior 739,200 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 1,947,000 Management 51 Furniture 1,2,3,4 Goods RFQ Post 113,300 53 PC Equipment 1,2,3,4 Goods RFB Post 225,400 Training and Study 52 1,2,3,4 N/A N/A N/A 743,400 Tours 52 Operating costs 1,2,3,4 N/A NA N/A 244,800 Grand Total for entire Project 52,000,00 0 PROCUREMENT Serbia : Tax Administration Modernization Project PLAN General Information Country: Serbia Bank’s Approval Date of the Original Procurement Plan: 2019-07-23 2021-03-29 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 C Executing Agency(ies): entral Fiduciary Unit WORKS Procureme Activity Reference No. / Actual Draft Bidding Bid Evaluation Report Loan / Credit Procurement Prequalification High SEA/SH nt Process Draft Pre-qualification Prequalification Specific Procurement Bidding Documents as Proposal Submission / Contract Description Component Review Type Method Market Approach Amount Document / and Recommendation Signed Contract No. Process (Y/N) Risk Document Status Documents Evaluation Report Notice / Invitation Issued Opening / Minutes Completion (US$) Justification for Award Type Planned Actual Planned Actual Planned Actual Planned Actual Planned Actual Planned Actual Planned Actual Planned Actual Planned Actual GOODS Activity Reference No. / Draft Bidding Bid Evaluation Report Loan / Credit Procurement Prequalification Actual Amount Process Draft Pre-qualification Prequalification Specific Procurement Bidding Documents as Proposal Submission / Description Component Review Type Method Market Approach Document / and Recommendation Signed Contract Contract Completion No. Process (Y/N) (US$) Status Documents Evaluation Report Notice / Invitation Issued Opening / Minutes Justification for Award Planned Actual Planned Actual Planned Actual Planned Actual Planned Actual Planned Actual Planned Actual Planned Actual Planned Actual SER-TAMP-RFQ-G-20-07 / STA Organization and Request for Single Stage - One Supply of IT equipment for IBRD / 89360 Post Limited 0.00 Canceled 2020-07-05 2020-07-01 2020-08-30 2020-09-30 Operations Quotations Envelope Project Implementation Unit SER-TAMP-RFB-G-20-11 / STA Organization and Single Stage - One IBRD / 89360 Post Request for Bids Open - International 288,012.45 Signed 2020-08-07 2020-11-12 2020-08-21 2020-11-10 2020-10-20 2020-12-24 2020-12-04 2021-01-12 2021-01-08 2021-02-19 2021-04-08 Video Conference link Operations Envelope SER-TAMP-RFQ-G-20-12 / Supply of IT equipment for STA Organization and Request for Single Stage - One IBRD / 89360 Post Open - National 13,177.20 Signed 2020-08-12 2020-10-14 2020-09-15 2020-12-13 Project Implementation Unit Operations Quotations Envelope on TAMP Project SER-TAMP-RFQ-G-20-13 / STA Organization and Request for Single Stage - One IBRD / 89360 Post Limited 1,276.55 Signed 2020-08-09 2020-08-07 2020-10-11 2020-09-10 2020-12-10 Furniture for PIU Operations Quotations Envelope SER-TAMP-RFQ-G-20-17 / STA Organization and Request for Single Stage - One Video Projectors for training IBRD / 89360 Post Limited 15,674.92 Signed 2020-09-25 2020-09-15 2020-12-11 2020-10-21 2021-03-31 Operations Quotations Envelope centers NON CONSULTING SERVICES Activity Reference No. / Draft Bidding Bid Evaluation Report Loan / Credit Procurement Prequalification Actual Amount Process Draft Pre-qualification Prequalification Specific Procurement Bidding Documents as Proposal Submission / Description Component Review Type Method Market Approach Document / and Recommendation Signed Contract Contract Completion No. Process (Y/N) (US$) Status Documents Evaluation Report Notice / Invitation Issued Opening / Minutes Justification for Award Planned Actual Planned Actual Planned Actual Planned Actual Planned Actual Planned Actual Planned Actual Planned Actual Planned Actual Under SER-TAMP-RFB-NCS-20-18 / ICT System and Records Single Stage - One IBRD / 89360 Prior Request for Bids Open - International 0.00 Implementati 2020-12-11 2021-01-05 2020-12-16 2021-01-11 2021-01-27 2021-03-05 2021-03-10 2021-03-31 2022-12-31 Integrator for e-fiscalization Management Modernization Envelope on CONSULTING FIRMS Activity Reference No. / Combined Evaluation Loan / Credit Contract Type Actual Amount Expression of Interest Short List and Draft Request for Proposals Opening of Technical Evaluation of Description Component Review Type Method Market Approach Process Status Terms of Reference Report and Draft Signed Contract Contract Completion No. (US$) 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-first period, 2021- Project Management and Quality And Cost- IBRD / 89360 Prior Open - National 36,968.49 Signed 2020-01-24 2020-01-16 2020-02-28 2020-04-17 2020-02-04 2020-05-15 2020-03-27 2020-06-14 2020-04-10 2020-07-05 2020-05-12 2020-07-19 2020-05-19 2025-01-31 second period, 2022-third Change Management Based Selection period, 2023-fourth period, 2024-fifth period and 2025 (Closing date 31,2024 plus 4 months )-sixth period. SER-TAMP-QCBS-CS-20-08 / Business Process Re- STA Organization and Quality And Cost- Under engineering of tax operations IBRD / 89360 Prior Open - International 0.00 2020-07-21 2020-08-17 2020-08-20 2020-09-11 2020-10-18 2020-11-21 2020-11-15 2021-01-20 2020-12-30 2021-03-16 2021-02-03 2021-03-10 2022-06-03 Operations Based Selection Implementation and tax payer services, including training of trainers Consultant SER-TAMP-CQS-CS-20-09 / ICT System and Records Under IBRD / 89360 Post Qualification Open - International 0.00 2020-07-21 2020-09-09 2020-08-20 2020-10-10 2020-12-10 2020-11-09 2020-12-14 2024-10-31 Security audit of IT systems Management Modernization Implementation Selection SER-TAMP-CQ-CS-20-19 / Consultant Consulting services to provide ICT System and Records Pending IBRD / 89360 Post Qualification Open - International 0.00 2020-12-21 2021-02-01 2021-03-17 2021-04-16 2021-05-21 2022-05-21 technical specifications for Management Modernization Implementation Selection COTS system SER-TAMP-QCBS-CS-20-20 / Consulting services for HR STA Organization and Quality And Cost- Pending Strategy, gap analysis, tax IBRD / 89360 Post Open - International 0.00 2021-01-18 2021-03-01 2021-04-30 2021-05-28 2021-06-27 2021-08-01 2021-09-05 2022-11-04 Operations Based Selection Implementation organizational structure, and training INDIVIDUAL CONSULTANTS Activity Reference No. / Invitation to Loan / Credit Actual Amount Draft Negotiated Description Component Review Type Method Market Approach Contract Type Process Status Teams of Reference Identified/Selected Signed Contract Contract Completion No. (US$) Contract Consultant Planned Actual Planned Actual Planned Actual Planned Actual Planned Actual Individual SER-TAMP-IC-CS-19-01 / Project Management and IBRD / 89360 Prior Consultant Open 0.00 Canceled 2019-07-31 2019-08-14 2019-09-11 2019-09-20 2019-09-30 2024-10-31 Project Manager Change Management Selection Page 1 Individual SER-TAMP-IC-CS-19-02 / Project Management and IBRD / 89360 Post Consultant Open 0.00 Canceled 2019-07-31 2019-07-24 2019-09-11 2020-01-15 2019-09-20 2019-09-30 2024-10-31 Project Assistant Change Management Selection SER-TAMP-IC-CS-20-03 / Individual Project Management and Project Manager - full time IBRD / 89360 Prior Consultant Open 205,911.36 Signed 2020-02-14 2020-02-06 2020-04-13 2020-04-23 2020-04-22 2020-04-29 2020-05-02 2020-05-05 2024-10-31 Change Management local consultant Selection SER-TAMP-IC-CS-20-04 / Individual Project Management and Administrative assistant -full IBRD / 89360 Post Consultant Open 73,428.77 Signed 2020-02-14 2020-02-06 2020-04-13 2020-04-23 2020-04-22 2020-04-29 2020-05-02 2020-05-05 2024-10-31 Change Management time local consultant Selection Individual SER-TAMP-IC-CS-20-05 / ICT System and Records IBRD / 89360 Post Consultant Open 42,855.30 Signed 2020-04-08 2020-04-02 2020-06-03 2020-05-19 2020-06-17 2020-06-03 2020-07-01 2020-06-04 2021-03-01 Legal Expert for eFiscalization Management Modernization Selection SER-TAMP-IC-CS-20-06 / Individual ICT System and Records Technical Expert for IBRD / 89360 Post Consultant Open 89,622.29 Signed 2020-04-08 2020-04-02 2020-06-03 2020-05-19 2020-06-17 2020-06-10 2020-07-01 2020-06-15 2022-06-30 Management Modernization eFiscalization Selection SER-TAMP-IC-CS-20-10 / Individual Environmental Management Project Management and IBRD / 89360 Post Consultant Open 0.00 Canceled 2020-07-21 2020-07-23 2020-09-24 2020-10-15 2020-11-19 2022-12-30 and Social Safeguards Change Management Selection Specialist Individual SER-TAMP-IC-CS-20-14 / Project Management and IBRD / 89360 Post Consultant Open 21,403.80 Signed 2020-10-01 2020-10-22 2020-12-20 2021-02-26 2021-01-10 2021-03-03 2021-02-14 2021-03-08 2023-02-04 Environmental Specialist Change Management Selection Individual SER-TAMP-IC-CS-20-15 / Project Management and IBRD / 89360 Post Consultant Open 0.00 Canceled 2020-10-01 2020-11-30 2021-01-05 2021-01-26 2021-03-02 2023-02-20 Social Specialist Change Management Selection Individual SER-TAMP-IC-CS-20-16 / Project Management and IBRD / 89360 Post Consultant Open 0.00 Canceled 2020-09-11 2020-09-08 2020-11-30 2020-12-21 2021-01-25 2024-10-31 Translation services Change Management Selection Individual SER-TAMP-IC-CS-20-16-2 / Project Management and IBRD / 89360 Post Consultant Open 74,318.75 Signed 2020-12-07 2020-12-07 2021-02-25 2021-02-26 2021-03-18 2021-03-10 2021-04-22 2021-03-15 2024-10-31 Translation Services Change Management Selection Individual SER-TAMP-IC-CS-20-15-2 / Project Management and Pending IBRD / 89360 Post Consultant Open 0.00 2021-03-19 2021-06-23 2021-07-14 2021-08-18 2023-08-08 Social Specialist Change Management Implementation Selection Page 2