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FBO DAILY ISSUE OF JUNE 30, 2004 FBO #0947
SOLICITATION NOTICE

R -- Legal Advice on Tax Issues

Notice Date
6/28/2004
 
Notice Type
Solicitation Notice
 
NAICS
541110 — Offices of Lawyers
 
Contracting Office
Department of the Treasury, Comptroller of the Currency (OCC), Acquisition Management (AQM), 250 E Street, SW Mail Stop 4-13, Washington, DC, 20219
 
ZIP Code
20219
 
Solicitation Number
CC-04-HQ-Q-0027
 
Response Due
7/8/2004
 
Archive Date
7/23/2004
 
Point of Contact
Marguerite Brown, Contract Specialist, Phone 202-874-5096, Fax 202-874-5625, - Marguerite Brown, Contract Specialist, Phone 202-874-5096, Fax 202-874-5625,
 
E-Mail Address
marguerite.brown@occ.treas.gov, marguerite.brown@occ.treas.gov
 
Description
This is a combined synopsis/solicitation for commercial services prepared in accordance with the format in FAR Subpart 12.6, as supplemented with additional information included in this notice. This announcement constitutes the only solicitation; proposals are being requested and a written solicitation will not be issued. Solicitation CC-04-HQ-Q-0027 is issued as a Request for Quote. This solicitation incorporates the provisions and clauses in effect through Federal Acquisition Circulars 22 and 23, effective 5/5/04. The National American Industry Classification System (NAICS) code is 541110 (Offices of Lawyers) with a related small business size standard of $6.0M. This requirement is NOT a small-business set-aside. The OCC intends to award a Blanket Purchase Agreement(BPA)for a period of 12 months, during which advice may be sought on specific issues. The BPA will establish a not-to-exceed ceiling against which hours may be billed at the hourly rate specified in the agreement. The OCC anticipates establishing a BPA ceiling of approximately $40,000. Upon receipt and review of an issue, the contractor will provide a fixed price for conducting research and rendering of a legal opinion. The Office of the Comptroller of the Currency (OCC) has a need for general guidance on how to comply with federal tax laws in the area of travel and specific advice on OCC employees? travel patterns and the deductibility or non-deductibility of travel reimbursements. The OCC?s nationwide staff of examiners conducts on-site reviews of national banks and provides sustained supervision of bank operations. Many OCC employees travel on a regular basis from their homes and/or duty stations in performance of their official duties. For example, if an employee travels to the same location 60% of the time and his travel expenses are reimbursed, what are the tax consequences for the employee and the OCC? Specifically, 1) Where is the employee?s tax home? 2) Does the payment for travel constitute a deductible expense or taxable compensation? 3) Is there a general rule to determine when payment constitutes compensation vs. deductible expense? 4) Other specific questions to be presented as calls against the BPA. Written opinions will be required. The opinion should include a general overview of the applicable tax statutes, regulations, judicial and administrative decisions, bulletins, and notices. Offerors must have extensive experience working the tax statutes and regulations and providing tax advice on the deductibility and non-deductibility of employee travel expenses. Interested offerors must submit a resume of the firm, statement of the firm?s relevant experience within the past three years working on tax issues related to travel, resumes of individuals who will perform the work, a minimum of three references associated with the relevant experience within the past three years (contact information, including email address) and an hourly rate. Individuals performing work must have a juris doctor from an accredited law school. Utilizing simplified acquisition procedures, offerors will be evaluated on past performance, relevancy of experience and price. When combined, past performance and experience are more important than price. The OCC will make an award to the offeror that provides the best value to the agency, price and technical factors considered. FAR 52.212-1, Instructions to Offerors?Commerical, applies to this acquisition. Offerors must include with their submission a completed copy of the provision at 52.212-3, Offeror Representations and Certifications?Commercial Items. Additionally, the clause at 52.212-4, Contract Terms and Conditions?Commercial Items, applies to the acquisition. The applicable provisions and clauses may be viewed at http://www.arnet.gov/far. Offers are due by 2:00 pm ET on Thursday,July 8, 2004. The OCC reserves the right to make multiple awards; however,the intent is to select a single company. Written responses via electronic transmission to Marguerite.Brown@occ.treas.gov are preferred. Written offers may also be sent to the Office of the Comptroller of the Currency, Acquisition Management Division, 250 E Street, SW, Mail Stop 4-13, Washington, DC 20219, Attn: Marguerite G. Brown. All hand-carried and courier-delivered quotes must be taken to the OCC loading dock at the East end of the building at 250 E Street, SW, Washington, DC. The security guard will request identification and provide additional instructions and directions to the Mail and Messenger Unit window.
 
Place of Performance
Address: 250 E Street, SW, Washington, DC
Zip Code: 20219
Country: USA
 
Record
SN00611471-W 20040630/040628212420 (fbodaily.com)
 
Source
FedBizOpps.gov Link to This Notice
(may not be valid after Archive Date)

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