Data Entry Services

The Vendor is required to provide data entry performance and the payment of any and all charges resulting from contract obligations.
- Key from image
•    Processes scanned paper tax returns in-house using web-based third-party software.
•    Within the process, different tax return types that need to be keyed are routed to various data entry queues based on workflow rules.
•    Data entry personnel currently key tax return data from various queues in this system.
•    The supplier will be required to key agency designated tax returns from image using this web-based third-party application.
- Data entry verification
•    The web-based third-party software application only allows for a single pass for data entry.
•    The data entry queues assigned to the supplier, each page will be keyed using the force to key (FTK) option.
•    If the field value matches what is printed on the form for the field, the user can press enter to accept the field value.
•    This option allows the user to verify the contents of every field on every page of the tax return.
- Data entry queues
•    Returnnomoney_erps_1: tax type 65 returns with more than 5 schedule k1s
•    Returnnomoney_erps_2
•    Returns ERPs: tax type 20s, 41, PTE-c, or EPT returns with more than 5 schedule k1s or schedule PTE ck1s 
•    RETURN no money PTE returns PTE: tax type 20s, 41, PTE-c, EPT, or 65 returns with <= 5 schedule k1s or schedule PTE ck1s
•    Return no money bus returns bus: tax type 20c or 20cc returns
- Data entry volume
•    The volume estimate for these data entry queues is shown below. 
•    The backlog transaction volume is the estimated volume of returns from prior years that has not been processed. 
•    The majority of the backlog returns have already been scanned and are in the queues. 
•    The current year transaction volume is the estimated volume of current year returns to be scanned once they are received. 
•    The current year transaction volume may decrease slightly year to year as taxpayers move to electronic filing.
- Error tracking
•    Provide the supplier reporting of data entry errors by supplier employees including the operator id, form page name, field name, incorrect value keyed, and snippet of field with correct value. 
•    The supplier will be required to review the errors with employees and take any corrective actions necessary to ensure the errors do not continue.
- Data entry operator performance report
•    Provide the data entry operator performance report for all supplier employees daily, which includes: employee name, queue name, number of keystrokes, number of pages processed, work hours (hours logged into data entry queues), keystrokes per hour, and pages per hour. 
•    Grand totals for each column are also included in the report. 
•    This report will be in MS excel format.