Amendment 1 - 77344422Q0020000001.pdf

AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT 1. CONTRACT ID CODE

2. AMENDMENT/MODIFICATION NO. 3. EFFECTIVE DATE 4. REQUISITION/PURCHASE REQ. NO. 5. PROJECT NO. (If applicable)

7. ADMINISTERED BY (If other than Item 6) CODE

STANDARD FORM 30 (REV. 10-83)

Prescribed by GSA FAR (48 CFR) 53.243

FACILITY CODE

9A. AMENDMENT OF SOLICITATION NO.

9B. DATED (SEE ITEM 11)

10A. MODIFICATION OF CONTRACT/ORDER NO.

10B. DATED (SEE ITEM 13)

11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

The above numbered solicitation is amended as set forth in Item 14. The hour and date specified for receipt of Offers is extended, is not extended.

Offers must acknowledge receipt of this amendment prior to the hour and date specified in the solicitation or as amended, by one of the following methods:

(a)By completing items 8 and 15, and returning copies of the amendment; (b) By acknowledging receipt of this amendment on each copy of the offer submitted;

or (c) By separate letter or telegram which includes a reference to the solicitation and amendment numbers. FAILURE OF YOUR ACKNOWLEDGMENT TO BE RECEIVED AT THE PLACE

DESIGNATED FOR THE RECEIPT OF OFFERS PRIOR TO THE HOUR AND DATE SPECIFIED MAY RESULT IN REJECTION OF YOUR OFFER. If by virtue of this amendment your desire to change an offer already submitted, such change may be made by telegram or letter, provided each telegram or letter makes reference to the solicitation and this amendment, and is received prior to the opening hour and date specified.

12. ACCOUNTING AND APPROPRIATION DATA (If required)

13. THIS ITEM ONLY APPLIES TO MODIFICATION OF CONTRACTS/ORDERS.

IT MODIFIES THE CONTRACT/ORDER NO. AS DESCRIBED IN ITEM 14.

CHECK ONE A. THIS CHANGE ORDER IS ISSUED PURSUANT TO: (Specify authority) THE CHANGES SET FORTH IN ITEM 14 ARE MADE IN THE CONTRACT ORDER

NO. IN ITEM 10A.

B. THE ABOVE NUMBERED CONTRACT/ORDER IS MODIFIED TO REFLECT THE ADMINISTRATIVE CHANGES (such as changes in paying office, appropriation date, etc.) SET FORTH IN ITEM 14, PURSUANT TO THE AUTHORITY OF FAR 43.103(b).

C. THIS SUPPLEMENTAL AGREEMENT IS ENTERED INTO PURSUANT TO AUTHORITY OF:

D. OTHER (Specify type of modification and authority)

E. IMPORTANT: Contractor is not, is required to sign this document and return copies to the issuing office.

Except as provided herein, all terms and conditions of the document referenced in Item 9A or 10A, as heretofore changed, remains unchanged and in full force and effect.

15C. DATE SIGNED

15A. NAME AND TITLE OF SIGNER (Type or print)

16C. DATE SIGNED

16A. NAME AND TITLE OF CONTRACTING OFFICER (Type or print)

14. DESCRIPTION OF AMENDMENT/MODIFICATION (Organized by UCF section headings, including solicitation/contract subject matter where feasible.)

PAGE OF PAGES

6. ISSUED BY CODE

8. NAME AND ADDRESS OF CONTRACTOR (No., street, county, State and ZIP Code) (X)

CODE

15B. CONTRACTOR/OFFEROR

(Signature of person authorized to sign)

16B. UNITED STATES OF AMERICA

(Signature of Contracting Officer)

NSN 7540-01-152-8070

Previous edition unusable

77344422Q0020000001

Summary of Changes

April 1, 2022

Solicitation No. - 77344422Q0020 Title: International Tax Advisory Services Amendment 1 - Request for Information

Question Answer What is the approximate award value? Price proposal should be per your understanding of the scope.

Are you selecting one or multiple vendors at the end of the RFP process?

One

We assume this is a typo and should state Sections 1 through 7. Please confirm. Volume I state, "The Offeror shall submit Sections 1 through 5 as listed below." Section L, Page 37.

This is a typo. It should state Section 1 through 7.

We understand there are currently no amendments to the RFP, should an additional amendment(s) be added it will be included on SAM.gov. Please confirm. Section #3 - Signed Amendments. Section L, Page 37.

Correct.

1) Please confirm the Section 1 and Section 2 referenced to the left cover the Volume I, Section #7 "Oral Presentation Slides" (max limit of 10 slides).

2) Please confirm we can include Oral Presentation Slides covering Section 1 and not limited to only including slides covering Section 2.

Volume I - Technical: Requires an oral presentation and written statement submission, including Section 1 (Capability Description Oral Presentation) and Section 2 (Capability Description Written Submission). Section L, Page 38.

1. Confirm

2. Confirm

The solicitation requested to “Submit all questions via e-mail to solicitation@dfc.gov. The deadline for Request for Information (RFI) is 2:00pm EST, on March 29, 2022. RFIs will be not entertained after this date. Offerors shall submit all questions in one email. Telephonic inquiries will not be entertained.

Offerors are responsible for confirming receipt of questions. Response to the RFIs will be posted to SAM.gov as an amendment to the solicitation.” Can DFC confirm if the entirety of this provision refers solely to questions and that the inclusion of reference to “Request for Information” and “RFI” are included in error?

Correct.

On average, how many tax service requests could we expect per month from DFC? Section 3c.

At this time, we are aware of annual tax filing required in India.

To the extent you can reasonably estimate, approximately how many different jurisdictions would require a tax service request over the next 12

At this time, we are aware of annual tax filing required in India.

months? To extent possible, please provide the names of the jurisdictions which would constitute approximately 75% to 80% of such tax service requests? Section 3c.

Because we are just beginning to make equity investments in new countries, we will need tax advice regarding whether or not the agency will be taxed or subject to filing requirements due to an investment in each new country. Currently, several investments have been through tax efficient vehicles in Mauritius, Luxembourg, and the Netherlands. In the near term we will need advice regarding Singapore. Going forward, the agency could consider investing directly in eligible country.

Can you provide a short description of the type of tax service requests we could expect which constitute 75% to 80% of total tax service requests to be made by DFC over the next 12 months?

Section 3c.

General tax advice and consulting services in jurisdictions where DFC is contemplating an investment.

Tax and other regulatory filing services, if applicable, in jurisdictions where DFC’s IIA do not specifically exempt it from the requirements.

For these types of engagements where the scope, jurisdiction, underlying facts, and particular tax service request is not known at the time of the proposal – we would propose an hourly rate card by level and type of service (which might vary by jurisdiction) to be used in developing an estimated fee for each tax service request as DFC makes the request to us. Would such a pricing model be acceptable to DFC? If not, please provide how DFC would view an acceptable pricing model for this contract. Section 3c.

Yes, such a model would be acceptable.

Would DFC prefer a single point of contact in the US for its tax service requests whereas the US point of contact would coordinate all tax service requests with our foreign tax teams DFC? Section 3c.

Yes.

Would it be beneficial for DFC and a member(s) of our firm to meet (in-person/virtually) on a regular basis to discuss status of on-going projects as well as tax service needs expected in the future? Section 3c.

Yes.

How often does DFC send its contractors/employees into foreign jurisdictions? If and when this occurs, what types of activities do such people perform in that foreign jurisdiction? Approximately, for how many months are such people in such foreign jurisdiction perform activities? Section 3c.

DFC periodically sends personnel into foreign jurisdictions to perform project due diligence or monitoring activities. DFC also send personnel on official government delegations. Finally, DFC has several employees stationed overseas at US Embassies. All oversees activities are conducted with the approval of the State Department as official US government activities.

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