SOLICITATION NOTICE
R -- Advisory & Assistance
- Notice Date
- 6/21/2005
- Notice Type
- Solicitation Notice
- NAICS
- 541611
— Administrative Management and General Management Consulting Services
- Contracting Office
- Department of the Treasury, Internal Revenue Service (IRS), National Office Procurement (OS:A:P), 6009 Oxon Hill Road, Suite 500, Oxon Hill, MD, 20745
- ZIP Code
- 20745
- Solicitation Number
- TIRNO-05-Q-00091
- Response Due
- 7/6/2005
- Archive Date
- 7/21/2005
- Description
- The Internal Revenue Service (IRS) intends to issue a purchase order on a sole source basis to Professor Marsha Blumenthal to provide Advisory & Assistance services for development and design of a survey to measure burden incurred by taxpayers in complying with the federal tax law for the Office of Research in accordance with the attached Statement of Work. The objectives of IRS' investment in developing information in the tax-exempt area are: to provide information to the Executives and Operating Divisions for assessing the burden of obtaining tax-exempt status; to provide information to a variety of customers concerned with tax-exempt issues; to help senior management determine what part of the tax-exempt process IRS can influence; to facilitate the understanding of the impact of legislation on this burden; and to provide an integrated, comprehensive mechanism to fulfill Office of Management and Budget requirements of the Paperwork Reduction Act. The expectations are: 1.) Extensive qualitative research will be relied upon to inform the development of all of the other project tasks and will become the basis for the conceptual framework of the project. 2.) The data collection will be focused primarily on federal tax exemption. 3.) The collection of data will be done through a survey which may be sub-contracted. 4.) An incentive may be used to improve response rates ? the amount must be agreed upon in advance of surveying. 5.) The data collected will be analyzed on both total and per organization bases and findings will be compiled in a written report. 6.) Potential uses for the data will be considered, and the data gathered shall align with these uses. 7.) The data will be adaptable for the broad needs of IRS. 8.) Providing IRS with a tool for quantitative measurement of time and out-of-pocket costs for obtaining tax-exempt status is a project goal. Ideally, the data will be useable with burden model data now being developed. 9.) Qualitative data about state practices may be included. 10.) Customers will be consulted throughout the project. The deliverables shall include: 1.) Literature review; 2.) Project methodology design document and/or briefing including results from qualitative research; 3.) Security briefing; 4.) Survey sample design document finalized; 5.) Survey questionnaire and introductory letters finalized; 6.) OMB package prepared for submission; 7.) Monthly reports on survey progress; 8.) Survey completion; 9.) Briefing on preliminary findings including an analysis of the non-response; 10.) Analysis of survey results and final report. All deliverables shall be provided by soft copies utilizing one of the following tools for readability to the Office of Research: Microsoft Excel, Microsoft Access, SAS, C++, or JAVA. The period of performance shall be a base period of one year with one optional period and will include FAR 52.217-8, Option to Extend Services. This is subject to disclosure and privacy acts provisions. The evaluation criteria are as follows: The capability of the contractor to measure burden on applicants for tax exemption by means of a survey based on a scientifically designed stratified sample (to be administered either by the contractor or a sub-contractor). Evidence of knowledge of and experience with the populations covered by this study. Background and sophistication for analyzing the measurements of time and out-of-pocket costs. Evidence of ability to identify and understand the sources of the burden, their impact on customers of the process, the implications for tax administrators, and potential tax administration options or alternatives available. Knowledge and experience with technical writing, preferably in the tax-exempt area. Experience in tax compliance, preferably in the tax-exempt area. This is 100% set aside for small business, under simplified acquisition procedures. All responsible sources that can provide the above requirements must demonstrate their capabilities in writing no later than 15 days after the published date of this announcement. No written solicitations will be issued for this requirement; therefore such request will be considered non-responsive. Offerors may submit capabilities by facsimile, mail, or email. Responses over 10 pages in total will only be accepted by mail or email. Award will be based on the most advantageous offeror to the Government, price and other factors considered. All questions must be submitted in writing and received by facsimile or email to Adrienne Spruill, Contract Specialist, Phone (202) 283-1183, Fax (202) 283-1534, Email adrienne.m.spruill@irs.gov
- Record
- SN00833800-W 20050623/050621212544 (fbodaily.com)
- Source
-
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