SDAT is charged with the recording and maintaining of all business entity Charter Filings for any business wishing to do business in the State of Maryland. These documents include charters for Maryland corporations and qualifications and registrations for foreign corporations. The Charter division encompasses service of process functions, requests for copies of documents, Uniform Commercial Code (UCC) filings, and issuance of certificates of good standing. The unit is also the custodian of Ground Rent Filings. SDAT is also charged with assessing business personal property, utility personal property, and franchise tax payments. All of the aforementioned functions are processed through the Maryland Business Entity System (MBES).
The Department is also responsible for other functions, such as real property assessments and the issuance of tax credits, that are administered through systems other than MBES.
- Maryland Business Entity System is a major system SDAT uses within the Annapolis Data Center (ADC) mainframe system, and is composed of nine (9) subsystems: Charter Filings, UCC, Rate Stabilization, Service of Process, Transfer of Controlling Interest, Personal Property Filings, Ground Rent Redemptions, and Ground Rent Registrations. The Service of Process subsystem will be the focus of the proof of concept, since its coding is the least entangled with other subsystems. The ninth subsystem is an accounting component that generates files that are dropped into FMIS (the State Accounting System). Various API calls and stored procedures are also used to interact with other systems; including Maryland Business Express (Charter’s online filing portal and search). The Charter division is the central repository of all records of business entity information and filings (charters, limited liability companies, limited partnerships and business trusts). This division provides resident agent information for service of process on these entities and accepts service in certain circumstances on their behalf. It also records trade names. Approximately 286,038 Charter documents, trade name filings, and copies and certificates of status were processed and approved in FY21. The UCC division is the place of filing for most financing statements under the Uniform Commercial Code. Roughly 50,000 filings are processed per year. All legal entities are required to submit an Annual Report, and legal and non-legal entities that own, lease, or use personal property are required to submit a personal property return. Approximately 380,000 of these documents were submitted in FY21.
- Personal property assessments are calculated based upon the information contained in the returns and certified to each of the 23 counties, Baltimore City and incorporated towns in Maryland. Assessments for the current tax year are sent to the taxing jurisdictions bi- monthly starting July 1 of each year. The taxing jurisdictions then issue tax bills and collect the associated monies.
- SDAT currently uses a DB2 Interface and utilizes Stored Procedures for our online Interface.
- The hardware environment for our mainframe is model 3097-ZR1, and the operating system is z/OS 1.13.
Scope of Work:
- Summary Statement
- Department of Assessments and Taxation is issuing this CATS+ TORFP in order to solicit competitive proposals to:
1) Assess SDAT’s mainframe Maryland Business Entity System (MBES) to convert the system to the cloud;
2) Perform a Proof of Concept (POC) to ensure the system can be converted, and;
3) Convert the MBES system to the cloud, using appropriate conversion tools. This conversion will need to include an 80-character front-end mimicking the current front-end.
The purpose of this solicitation is to procure a CATS services to convert our legacy mainframe code into a modern computer language, such as JAVA or C++ (JAVA is preferred), and move the system to a cloud-based platform in order to enhance security, improve flexibility, ensure sufficient data redundancy, and lower maintenance costs.
This TORFP consist of two parts:
A. Part One:
1. Perform a Proof of Concept on the Service of Process subset of actual MBES code. This should be a full-scale POC that includes datasets as well as code for testing to ensure the system can be converted as planned.
2. Perform a complete Assessment of the rest of SDAT’s MBES system and develop a Plan to convert the rest of the system.
B. Part Two:
1. The awarded contractor will complete the conversion of the MBES system, in accordance with the Plan developed under Part One. This is also contingent on the Proof of Concept being successful.
The mainframe system is written primarily in COBOL. We are looking to convert this system into a modern programming language, such as JAVA or C++ and move to a cloud-based platform. The proposed migration timeline for completion should be included in the Offeror’s proposal. Preference will be given to a timeframe that has the project being completed in less than 36 months (for Part One and Part Two). Items that must be accomplished within the timeframe are: * Inspect and analyze the converted code for its likeness between old and new languages.
- Review the quality of the converted code and its readability.
- Learn the requirements of the deployment for the converted code. (Third party components will be included, if applicable)
- Learn the requirements of maintenance and support of the new coding language.
- Learn the requirements of the resources for the complete mainframe migration project.
- Learn the costs and timelines in relation to the mainframe migration project.
- Convert the entire mainframe and create a production environment.
- Test production throughout each phase.
For Part One of the project, the most qualified vendor must perform the following on the Service of Process subsystem: * Implement automated conversion of COBOL programs to a modern programming language, using appropriate toolkits where possible, and manually convert code where the toolkit cannot automatically convert.
- Show the consumption of data from an input file and verification on a cloud platform through accessing tables from a DB2 instance.
- Confirm the output on the cloud platform is the same as the mainframe application, through automated and manual inspection and comparison.
- Engage with SDAT to host strategizing sessions themed around SDAT needs.
- Engage with SDAT IT team to capture all source code provided and make it ready for the Assessment toolset.
- Construct a list of requirements, applications and database dependencies, user groups, and data to be assessed.
- Detail the prospective state of the cloud environment required to promote SDAT’s requirements, including: Identity Access Management, Clustering Strategy, Cloud Storage buckets, billing, and operations.
- Display the Technical Design Document with the recommended architecture along with the project closeout document.
- The MBES “Service of Process” subsystem provides a alternative mechanism for citizens to serve business entities in Maryland. If an entity is unresponsive to regular service, the State can step-in and act as the recipient and will make additional attempts to serve the entity. This involves a small fee to the requestor, and is sufficient for legal purposes.
For Part Two of the project, after SDAT provides a Notice to Proceed, the most qualified vendor must perform the following: * Convert old code COBOL to the new programming language;
- Mirror functionality of 3rd party utilities;
- Take data from the mainframe, convert, and load into a SDAT-prescribed database, connected via the new platform;
- Test to provide correctness of conversion;
- Run scheduled batch processes that replicate existing z/OS scheduler;
- Train SDAT IT personnel (up to three workshops) on schedule package implemented by the vendor;
- Execute a full performance review, measuring Maryland Business Entity System (MBES) mainframe against the new cloud platform;
- Enhance the new code and present sizing recommendations for the new cloud platform; and,
- Provide integration with the ideal cloud solution to set up the batch jobs.
Expertise and/or relevant experience in the following areas are mandatory: * 5+ years of experience converting mainframe systems
- 10+ years as a technical engineer in COBOL;
- 8+ years of experience as a technical engineer programming in the proposed conversion language (E.g., JAVA, C#.)
- Run scheduled batch processes that replicate existing z/OS scheduler
References: The consultant and any subcontractors shall provide a minimum of three (3) references of previous jobs. References must include the name and address of the entity and the name, email, and telephone number of the contact person (contact person provided shall be able to speak to the specifics of the services provided by the consultant).
Methodology and Approach to the Project: * Once resource is identified, we will be needing additional documentation/project plan from them.
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