Statement_of_Work_2017.pdf

Statement of Work Volunteer Income Tax Assistance (VITA) Tax Coordinator

1 February 2017

1. Background:

The primary purpose of this position is to obtain a Tax Coordinator for the 2017 Los Angeles Air Force Base (LA AFB) Tax Center for the preparation and electronic filing of 2016 Federal and State tax returns. This activity shall be performed under the auspices of the Internal Revenue Service’s (IRS’s) Volunteer Income Tax Assistance (VITA) program.

2. Scope:

The Tax Coordinator shall oversee the 2017 LA AFB Tax Center, offering Federal and State tax assistance to Air Force active duty members assigned to LA AFB. The Tax Coordinator shall be responsible for the preparation and electronic filing of personal income tax returns. The Tax Center is located in El Segundo, California, at LA AFB, and work conducted there will be monitored by the Space and Missile Systems Center (SMC) Office of the Staff Judge Advocate (SMC/JA) located at LA AFB. All necessary equipment and supplies will be provided by the Air Force. Tax Slayer, the Internal Revenue Service’s approved tax preparation and electronic filing software, shall be used.

3. RESPONSIBLITIES:

The Tax Coordinator shall:

a. Provide 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 (federal and state) 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.

b. Prepare and submit monthly reports of provided tax services to the IRS as well as Air Force higher headquarters. Identify any suspenses (due dates for tasks) that need to be provided to various organizations and ensure suspenses are met.

c. 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.

d. 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 written and coordinated through SMC/JA and submitted to the SMC Public Affairs Office (SMC/PA) for publication.

4. Minimum Qualifications:

The Tax 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 Tax Slayer 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 LA AFB network; and

e. Prior to 03 March 2017, complete the following training provided by the IRS through the Link & Learn Taxes e-Learning:

i. Site Coordinator Training;

ii. Volunteer Standards of Conduct, Form 13614-C;

iii. Intake/Interview and Quality Review Training; and

iv. Certifications for Basic, Advance, and Military training courses;

5. Work Hours

The Tax Center will officially open on 6 March 2017 and operate until 15 April 2017. Operating hours during that period will be 0800 to 1600. The Tax Coordinator will be responsible for setting up the Tax Center prior to the opening date. From 16 to 30 April 2017, the Coordinator will complete end of year reports and other administrative matters to close the Tax Center.

Work hours while the Tax Center is open for business will normally be from 0730 to 1630, Monday through Friday, with a one hour lunch (8 hours per work day, 40 hours per week).

The Tax Coordinator will start full operating hours on 6 March 2017. Duties may include setting up supplies for each workstation and any additional work required for the Tax Center to operate and process returns on opening day. Because the Tax Coordinator will not be permitted to work more hours than those stated in the contract, the Tax Coordinator is expected to organize his or her time accordingly.

Occasional adjustments to this schedule may be approved by SMC/JA. Valid reasons for schedule adjustments include, but are not limited to, federal holidays and end-of-season rush.

6. Tax Center Hours of Business

The Tax Center will be open for business approximately 0800 to 1600, Monday through Friday, from on or about 6 March 2017 to on or about 15 April 2017.

7. Billing

The contractor may invoice on a bi-monthly (twice monthly) or monthly basis via Wide Area Workflow and the payment instruction as outlined in the contract. Payment shall be made using electronic funds transfer.

A bi-monthly progress report of returns completed and units worked shall be submitted for verification by SMC/JA.

8. General

Contractor Consent to Background Checks

The contractor and, as applicable, subcontractor shall not employ persons for work on this contract if such employee is identified as a potential threat to the health, safety, security, general well-being or operational mission of the installation and its population, nor shall the contractor or subcontractor employ anyone under this contract with an outstanding criminal warrant as identified by the National Crime Information Center (NCI). NCI checks will verify if a person is wanted by local, state, and federal agencies. All contractor and subcontractor personnel must consent to NCI background checks. Contractor and subcontractor personnel who do not consent to an NCI check will be denied access to the installation. Information required to conduct a NCI check includes: full name, address, social security number, date of birth, driver’s license number and state and completion of a background check questionnaire. The contractor shall provide this information using the Los Angeles Form 114, Contractor/Vendor Access List, and shall submit it in conjunction with the contractor’s request for either base or vehicle passes. Completion of a successful NCI check does not invalidate the requirement for an escort when contractor or subcontractor personnel are working within controlled or restricted areas.

The contractor shall not be entitled to any compensation for delay or expenses associated with complying with the provisions of this clause. Furthermore, nothing in this clause shall excuse the contractor from proceeding with the contract as required.

Identification and Appearance

All contractor personnel shall have badges while on duty on the government site. Badges are required to identify the individual, company name, and be clearly and distinctly marked as contractor. Size, color, style, etc. are to be mutually agreed to by the contractor and the government. The contractor’s identification badge will not be used as an entry requirement for installation entry or into any government designated controlled or restricted area.

Contractor personnel shall present a neat and professional appearance and be easily identified as contractor employees.

Contractor Registration of Vehicle on Los Angeles AFB

All contractor or subcontractor employees’ vehicles used for the performance of this contract shall comply with all local, state and federal regulations. Additionally, any pass shall be surrendered to Security Forces upon demand to positively identify a person’s need to be on LA

AFB.

Property Protection

Property protection for facility where the contractor’s primary work center is located will be the responsibility of the local facility manager and local Government Security Manager, or their duly authorized representative IAW Air Force Instruction 31-101, The Air Force Installation Security Program and command/local directives. The contractor shall safeguard all government-owned equipment and materials in his/her possession or use.

Safeguarding Unclassified/Sensitive Information

All resources (e.g. maps, publication/instructions, photos) provided by the government to assist the contractor in the performance of their contract will be surrendered upon termination of a contract or the end of the contract performance period.

Non-Disclosure Agreements

To safeguard information, the contractor shall enter into a non-disclosure agreement with the responsible local security manager.

Privacy Act

Work on this project requires that personnel have access to Privacy Information. Personnel shall adhere to the Privacy Act, Title 5 of the U.S. Code, Section 552a, and applicable agency rules and regulations regarding the protection and safekeeping of Personally Identifiable Information and Privacy Information.