Loren Data's SAM Daily™

FBO DAILY ISSUE OF DECEMBER 24, 2005 FBO #1489
SOLICITATION NOTICE

R -- Service: Tax Preparer for the period of performance 6 January through 21 April 2006, total of 640 hours. See Qualifications in description.

Notice Date

12/22/2005
 

Notice Type

Solicitation Notice
 

NAICS

541213 — Tax Preparation Services
 

Contracting Office

ACA, Presidio of Monterey, Directorate of Contracting, 1342 Plummer Street, Monterey, CA 93944-3328
 

ZIP Code

93944-3328
 

Solicitation Number

W9124N-06-T-0008
 

Response Due

1/3/2006
 

Archive Date

3/4/2006
 

Small Business Set-Aside

Total Small Business
 

Description

This is a combined synopsis/solicitation for commercial items prepared in accordance with the format in 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 No. W9124N-06-T-0008 is a Request for Quotation (RFQ). The solicitation document and incorporated provisions and clauses are those in effect through Federal Acquisition Circul ar 01-15. This is a 100% small business set-aside. The associated North American Industrial Classification System (NAICS) code for this procurement is 541213 with a small business size standard of $6.0 Million. Offerors shall quote an hourly rate for CL IN 0001, 640 Hours @ $_______ per hour = $________, Tax Preparer for the period of performance 6 January 2006 thru 21 April 2006, as indicated in the Statement of Work: Tax Preparer (Preparer) helps members of the military community with the preparation o f their state and federal state tax returns by (a) answering their tax related questions, (b) teaching them the skills necessary to prepare their returns, and (c) preparing returns for those incapable of preparing their own. Preparer reviews financial reco rds, such as prior tax return forms, income statements and documentation of expenditures to determine what forms are needed to prepare current returns. Preparer also interviews client to obtain additional information on taxable income and deductible expens es and allowances. Preparer computes taxes owed and completes forms according to tax tables. For atypical returns, consult tax law handbooks or bulletins to determine what procedure applies. Preparer must attend the Volunteer Income Tax Assistance (VITA) t ax training scheduled on 9-13 January 2006 and 17-20 January 2006 which is held at the DoD Center (at the former Fort Ord, CA) to learn unique tax rules applicable to military personnel and their dependents. Preparer will be furnished with tax publication s, training manuals, and software and will be taught by qualified instructors from the IRS and the California Franchise Tax Board. Preparer will be working at the Installation Tax Center located at Building 275 on the Presidio of Monterey, Monterey CA. Ta x preparation assistance is available throughout the tax season for active duty military personnel, commencing about 1 February 2006. Preparer works at the Tax Center under the Legal Assistance Attorney and the Installation Tax Coordinator. Work hours are 8:00 AM to 5:00 PM, with one hour for lunch. Period of performance will be 6 January 2006 through 21 April 2006. Qualifications: Tax Preparer has to understand tax procedures, complex instructions and be precise; be familiar with all aspects of preparing 1040 individual and state tax returns; be licensed by the California Tax Education Council and have a minimum of two years commercial tax preparation experience preparing both federal and state individual income tax forms; verified equivalent commercial ex perience outside California or three years full-time experience in a military VITA program may substitute for the California licensing and commercial experience; be familiar with and have used a standard software tax preparation package, such as, Taxwise, Lacerte, TaxPro or ExacTax. Offerors shall submit with their quote references (name, contact information, and capacity/length of relationship) along with a copy of their license, resume, and other applicable documents to support their work experience backg round. Phone interviews may be conducted. The provision at 52.212-1, Instructions to Offerors, applies to this acquisition, as well as any addenda to the provision. Evaluation and selection will be based on the best value to the Government; experience, p ast performance and price are of equal importance. Offerors shall also include a completed copy of the provision at 52.212-3, Offeror Representations and Certi fications, with their quote. The clause at 52.212-4, Contract Terms and Conditions, applies to this acquisition, as well as any addenda to the clause. The clause at 52.212-5, Contract Terms and Conditions Required to Implement Statutes Or Executive Order s, applies to this acquisition; the following clauses within clause 52.212-5 apply: 52.219-6, Notice of Total Small Business Aside; 52.222-3, Convict Labor; 52.222-21, Prohibition of Segregated Facilities; 52.222-26, Equal Opportunity; 52.222-35, Equal Opp ortunity for Special Disabled Veterans, Veterans of the Vietnam Era, and Other Eligible Veterans; 52.222-36, Affirmative Action for Workers with Disabilities; 52.222-37, Employment Reports on Special Disabled Veterans, Veterans of the Vietnam Era, and Othe r Eligible Veterans; 52.225-13, Restriction on Certain Foreign Purchases; 52.232-33, Payment by Electronic Funds Transfer-Central Contractor Registration. IMPORTANT NOTICE: DFARS 252.204-7004, Required Central Contractor Registration, applies to all solici tations issued on /or after 06-01-98. Offeror must be currently registered in the Central Contractor Registration (CCR) to be considered for award. Point of Contact for e-mail of offer is Joyce Amador by e-mail joyce.amador@monterey.army.mil, phone 831-24 2-6576. The contracting office must receive responses to this RFQ no later than 3 January 2006, 11:00 AM, PST.
 

Place of Performance

Address: ACA, Presidio of Monterey Directorate of Contracting, 1342 Plummer Street Monterey CA

Zip Code: 93944-3328

Country: US
 

Record

SN00957010-W 20051224/051222212310 (fbodaily.com)
 

Source

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

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