Loren Data's SAM Daily™

FBO DAILY - FEDBIZOPPS ISSUE OF DECEMBER 26, 2014 FBO #4780
MODIFICATION

R -- Tax Assistance Coordinator

Notice Date

12/24/2014
 

Notice Type

Modification/Amendment
 

NAICS

541213 — Tax Preparation Services
 

Contracting Office

Department of the Air Force, Air Force Space Command, SMC/PKO, 483 N. Aviation Blvd, El Segundo, California, 90245-2808, United States
 

ZIP Code

90245-2808
 

Solicitation Number

LAAFB1122
 

Archive Date

1/13/2015
 

Point of Contact

Dustin Gagnon, Phone: 3106531291, Lisa Prosser, Phone: 3106530625
 

E-Mail Address

dustin.gagnon@us.af.mil, lisa.prosser@us.af.mil
(dustin.gagnon@us.af.mil, lisa.prosser@us.af.mil)
 

Small Business Set-Aside

N/A
 

Description

U.S. DEPARTMENT OF DEFENSE U.S. AIR FORCE-SMC/PKE REQUEST FOR QUOTE RFQ A. GENERAL INFORMATION SMC/PKE has a requirement for a Tax Preparation Professional. All items are brand name "or equal" products. This is a streamlined combined synopsis/solicitation for commercial items prepared in accordance with the format in FAR Subpart 12.6 as supplemented with additional information included in this notice. This requirement is subject to FAR clause 52.232-18 Availability of Funds This notice constitutes the only notice. A written solicitation will not be issued. This requirement is issued as a "Request for Quote". Award will be made to the contractor who is able to provide the services that meets the specifications set forth in this solicitation, can meet the delivery schedule of 45 days or less After Receipt of Order (ARO), and is the lowest price. A Firm Fixed Priced award will be made in accordance with the following requirement: 1. DESCRIPTION/QTY: Tax Coordinator - Quantity 4 months The tax coordinator shall: a. Provide leadership, training, and coordination of all VITA representatives' activities. Installs Tax Wise software on all VITA representatives' computers and provides training on the use of Tax Wise. Monitor all representatives' tax returns, reviewing them for errors and uploading them to the system to be sent to the IRS. Monitor all transmitted returns for errors and final processing. Issue guidance to all VITA representatives on Tax Wise software as changes occur. Schedule VITAs to ensure the Tax Office is manned throughout the tax season. Ensure that VITAs receive and provide accurate advice to questions. Provide continuing assistance and oversight; ensures quality control of the VITA provided services. Coordinate all support necessary (Federal and State) so the VITAs may properly perform functions. Monitor incoming mail from state tax commissions, IRS, and Tax Wise Corporation. Maintain library of income tax publications and commonly used tax forms for distribution to customers and VITA representatives as needed. b. Provides direct services to authorized clientele. Use basic functions of office automation word processing and IRS approved electronic filing software to input, monitor, and report prepared federal income tax returns for authorized personnel. Receive and electronically file federal income tax returns for authorized customers on a walk-in or appointment basis. Provide customers with needed assistance, state and federal tax forms, and publications. Provide accurate and appropriate tax advice, preparation, and filing assistance. Receive telephonic and walk-in inquires. Meet with clients to obtain required documentation in order to assist in the completion of their tax (federal and state) forms and returns. Review tax returns (State and Federal) for completeness prior to transmission. Ensure all required documentation is received by the IRS or State agencies. Personally assist customers having non-routine, complex, and/or multi scheduled returns. Conduct manual and electronic (e.g. internet) research to resolve federal and state tax questions and issues. c. Prepare and submit monthly reports of provided tax service to the Internal Revenue Service, as well as USAF higher headquarters. Solicit and compile statistics from each VITA representative. Identify any suspenses that need to be provided to various organizations and ensure suspenses are met. d. Maintain record files of all tax returns electronically filed. Ensure returns are properly copied and filed using established color-coded system and control logs. Make necessary updates, as needed, to Tax Continuity Binder, reflecting identified changes/updates to the program. e. Ensure base personnel are aware of the available tax services by authoring informative articles for the base paper and the commander's access channel. Use basic computer skills to write/prepare articles. Articles are coordinated through the Tax OIC and NCOIC and submitted to the Public Affairs Office for publication. The Coordinator must have the following minimum qualifications: a. At least three years of tax preparation experience (three different tax seasons) during the past seven years. The tax coordinator must have prepared at least 50 federal tax returns in each of those three years as a VITA volunteer or in a paid position (H&R Block, Jackson Hewitt, etc.) b. Experience using TaxWise Online or other similar tax preparation software; c. At least one year of experience managing three or more people, or at least one tax season of experience managing a similar tax program. Management experience must be commensurate to the responsibilities described in paragraph 3. Provide at least two references verifying your management experience as required by this paragraph; d. Must be able to qualify for and be willing to complete the steps necessary for issuance of an Air Force Common Access Card in order to access the Los Angeles AFB network; and e. Prior to 12 January 2015 complete the following trainings: i. Complete Site Coordinator Training by viewing the Site Coordinator's PowerPoint or Link and Learn Taxes on irs.gov; ii. Complete Volunteer Standards of Conduct (Ethics) Training on irs.gov; iii. Complete Intake/Interview & Quality Review Training on irs.gov; and iv. Complete Basic, Advance, and Military Training on irs.gov or Publication 6744. 2. QUOTES ARE DUE 29 Dec 2014 @ 1:00 pm. PST. QUOTES RECEIVED AFTER DUE DATE WILL NOT BE USED IN THE AWARD SELECTION PROCESS. This procurement will be awarded under Simplified Acquisition Procedures. 3. ADDITIONAL INFORMATION: NOTES: a. Include quotes for 3 option years (4 Months per annum). b. Provide Tax ID, Cage Code, DUNS, and Discount Terms. c. Payments will be processed via electronic funds transfer (EFT). d. Contractor is liable for the ACCURACY of submitted quote(s) and for any incurred costs if quote(s) was submitted erroneously. B. CONTRACT TERMS AND CONDITIONS: The following provisions/clauses apply: PROVISIONS INCORPORATED BY REFERENCE 52.212-1 Instructions to Offerors--Commercial Items FEB 2012 (Contractor may use their own format to submit quote) 52.212-2 Evaluation--Commercial Items (Evaluation will be made in accordance with paragraph A) JAN 1999 52.212-3 Offeror Representations and Certifications--Commercial Items (On-line Representations and Certifications will be pulled) MAR 2012 252.203-7005 Representation Relating to Compensation of Former DoD Officials NOV 2011 PROVISIONS INCORPORATED BY FULL TEXT 52.252-1 SOLICITATION PROVISIONS INCORPORATED BY REFERENCE (FEB 1998) This solicitation incorporates one or more solicitation provisions by reference, with the same force and effect as if they were given in full text. Upon request, the Contracting Officer will make their full text available. The offeror is cautioned that the listed provisions may include blocks that must be completed by the offeror and submitted with its quotation or offer. In lieu of submitting the full text of those provisions, the offeror may identify the provision by paragraph identifier and provide the appropriate information with its quotation or offer. Also, the full text of a solicitation provision may be accessed electronically at this/these address(es): http://farsite.hill.af.mil/vfdfara.htm (End of Provision) CLAUSES INCORPORATED BY REFERENCE 52.204-7 52.204-10 52.204-99 Central Contractor Registration Reporting Executive Compensation and First-Tier Subcontract Awards SAM Deviation FEB 2012 FEB 2012 AUG 2012 52.212-4 Contract Terms and Conditions--Commercial Items FEB 2012 52.222-3 52.222-19 Convict Labor Child Labor -- Cooperation with Authorities and Remedies JUN 2003 JUL 2010 52.222-21 52.222-26 52.222-50 52.223-18 52.225-13 Prohibition of Segregated Facilities Equal Employment Opportunity Combat Trafficking in Persons Encouraging Contractor Policies to Ban Text Messaging While Driving Restrictions on Certain Foreign Purchases FEB 1999 MAR 2007 FEB 2009 AUG 2011 JUN 2008 52.232-33 Payment by Electronic Funds Transfer--Central Contractor Registration OCT 2003 52.233-3 Protest After Award AUG 1996 52.233-4 Applicable Law for Breach of Contract Claim OCT 2004 252.203.7000 252.203-7002 Requirements Relating to Compensation of Former DoD Officials Requirement to Inform Employees of Whistleblower Rights JAN 2009 JAN 2009 252.232-7003 Electronic Submission of Payment Requests and Receiving Reports MAR 2008 252.232-7008 Assignment of Claims (Overseas) JUN 1997 252.232-7010 Levies on Contract Payments DEC 2006 252.247-7023 Transportation of Supplies by Sea (Alt 1) MAY 2002 CLAUSES INCORPORATED BY FULL TEXT 52.212-5 CONTRACT TERMS AND CONDITIONS REQUIRED TO IMPLEMENT STATUTES OR EXECUTIVE ORDERS--COMMERCIAL ITEMS (MAR 2012) (DEVIATION) (a) Comptroller General Examination of Record. The Contractor shall comply with the provisions of this paragraph (a) if this contract was awarded using other than sealed bid, is in excess of the simplified acquisition threshold, and does not contain the clause at 52.215-2, Audit and Records -- Negotiation. (1) The Comptroller General of the United States, or an authorized representative of the Comptroller General, shall have access to and right to examine any of the Contractor's directly pertinent records involving transactions related to this contract. (2) The Contractor shall make available at its offices at all reasonable times the records, materials, and other evidence for examination, audit, or reproduction, until 3 years after final payment under this contract or for any shorter period specified in FAR Subpart 4.7, Contractor Records Retention, of the other clauses of this contract. If this contract is completely or partially terminated, the records relating to the work terminated shall be made available for 3 years after any resulting final termination settlement. Records relating to appeals under the disputes clause or to litigation or the settlement of claims arising under or relating to this contract shall be made available until such appeals, litigation, or claims are finally resolved. (3) As used in this clause, records include books, documents, accounting procedures and practices, and other data, regardless of type and regardless of form. This does not require the Contractor to create or maintain any record that the Contractor does not maintain in the ordinary course of business or pursuant to a provision of law. (b) (1) Notwithstanding the requirements of any other clause in this contract, the Contractor is not required to flow down any FAR clause, other than those in this paragraph (b)(i) in a subcontract for commercial items. Unless otherwise indicated below, the extent of the flow down shall be as required by the clause- (i) 52.203-13, Contractor Code of Business Ethics and Conduct (Apr 2010) (Pub. L. 110-252, Title VI, Chapter 1 (41 U.S.C. 251 note)). (iii) 52.219-8, Utilization of Small Business Concerns (Dec 2010) (15 U.S.C. 637(d)(2) and (3)), in all subcontracts that offer further subcontracting opportunities. If the subcontract (except subcontracts to small business concerns) exceeds $650,000 ($1.5 million for construction of any public facility), the subcontractor must include 52.219-8 in lower tier subcontracts that offer subcontracting opportunities (iv) [Reserved] (iv) 52.222-26, Equal Opportunity (Mar 2007) (E.O. 11246). (v) 52.222-35, Equal Opportunity for Veterans (Sep 2010) (38 U.S.C. 4212). (vi) 52.222-36, Affirmative Action for Workers with Disabilities (Oct 2010) (29 U.S.C. 793). (vii) 52.222-40, Notification of Employee Rights Under the National Labor Relations Act (Dec 2010) (E.O. 13496). Flow down required in accordance with paragraph (f) of FAR clause 52.222-40. (viii) 52.222-41, Service Contract Act of 1965, (Nov 2007), (41 U.S.C. 351, et seq.) (ix) 52.222-50, Combating Trafficking in Persons (Feb 2009) (22 U.S.C. 7104(g)). ___ Alternate I (Aug 2007) of 52.222-50 (22 U.S.C. 7104(g)). (x) 52.222-51, Exemption from Application of the Service Contract Act to Contracts for Maintenance, Calibration, or Repair of Certain Equipment--Requirements (Nov 2007) (41 U.S.C. 351, et seq.). (xi) 52.222-53, Exemption from Application of the Service Contract Act to Contracts for Certain Services--Requirements (Feb 2009) (41 U.S.C. 351, et seq.) (xii) 52.222-54, Employment Eligibility Verification (Jan 2009). (xiii) 52.226-6, Promoting Excess Food Donation to Nonprofit Organizations. (Mar 2009) (Pub. L. 110-247). Flow down required in accordance with paragraph (e) of FAR clause 52.226-6. (xiv) 52.247-64, Preference for Privately-Owned U.S.- Flag Commercial Vessels (Feb 2006) (46 U.S.C. Appx 1241(b) and 10 U.S.C. 2631). Flow down required in accordance with paragraph (d) of FAR clause 52.247-64. (2) While not required, the contractor may include in its subcontracts for commercial items a minimal number of additional clauses necessary to satisfy its contractual obligations. (End of Clause) 52.252-2 CLAUSES INCORPORATED BY REFERENCE (FEB 1998) This contract incorporates one or more clauses by reference, with the same force and effect as if they were given in full text. Upon request, the Contracting Officer will make their full text available. Also, the full text of a clause may be accessed electronically at this/these address(es): http://farsite.hill.af.mil https://www.acquisition.gov (End of clause) 52.252-6 AUTHORIZED DEVIATIONS IN CLAUSES (APR 1984) (a) The use in this solicitation or contract of any Federal Acquisition Regulation (48 CFR Chapter 1) clause with an authorized deviation is indicated by the addition of "(DEVIATION)" after the date of the clause. (b) The use in this solicitation or contract of any Defense Federal Acquisition Regulation Supplement (48 CFR Chapter 2) clause with an authorized deviation is indicated by the addition of "(DEVIATION)" after the name of the regulation. (End of clause) 252.212-7001 CONTRACT TERMS AND CONDITIONS REQUIRED TO IMPLEMENT STATUTES OR EXECUTIVE ORDERS APPLICABLE TO DEFENSE ACQUISITIONS OF COMMERCIAL ITEMS (DEC 2010) (DEVIATION) (a) In addition to the clauses listed in paragraph (b) of the Contract Terms and Conditions Required to Implement Statutes or Executive Orders--Commercial Items clause of this contract (FAR 52.212-5) (OCT 2010) (DEVIATION), the Contractor shall include the terms of the following clause, if applicable, in subcontracts for commercial items or commercial components, awarded at any tier under this contract: 252.237-7010 252.237-7019 Prohibition on Interrogation of Detainees by Contractor Personnel (NOV 2010) (Section 1038 of Pub. L. 111-84). Training for Contractor Personnel Interacting with Detainees (SEP 2006) (Section 1092 of Pub. L. 108-375). 252.247-7003 Pass-Through of Motor Carrier Fuel Surcharge Adjustment to the Cost Bearer (JUL 2009) (Section 884 of Public Law 110-417) 252.247-7023 Transportation of Supplies by Sea (MAY 2002) (10 U.S.C. 2631) 252.247-7024 Notification of Transportation of Supplies by Sea (MAR 2000) (10 U.S.C. 2631) (End of clause) 52.232-18 -- Availability of Funds. As prescribed in 32.705-1(a), insert the following clause: Availability of Funds (Apr 1984) Funds are not presently available for this contract. The Government's obligation under this contract is contingent upon the availability of appropriated funds from which payment for contract purposes can be made. No legal liability on the part of the Government for any payment may arise until funds are made available to the Contracting Officer for this contract and until the Contractor receives notice of such availability, to be confirmed in writing by the Contracting Officer. C. POINT OF CONTACT: Responses to this request for quote shall be provided in writing via e-mail to: SSgt Dustin Gagnon at Dustin.Gagnon@us.af.mil and Ms. Lisa Prosser at Lisa.Prosser@us.af.mil
 

Web Link

FBO.gov Permalink
(https://www.fbo.gov/spg/USAF/AFSC/61CONS/LAAFB1122/listing.html)
 

Place of Performance

Address: El Segundo, California, 90245, United States

Zip Code: 90245
 

Record

SN03604781-W 20141226/141224233903-65a0abe6f4ee19dd1fb0ebf681349d65 (fbodaily.com)
 

Source

FedBizOpps Link to This Notice
(may not be valid after Archive Date)

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