SOW Tax Center Coordinator

FA4621-11-T-0002

Attachment # 1

Statement of Work

TAX CENTER COORDINATOR

16 Nov 10

1. PURPOSE

The primary purpose of this contract is to obtain a coordinator for McConnell Air Force Base (AFB) Tax Center for the 2010 tax preparation season, filed in 2011. This activity will be performed under the auspices of the Internal Revenue Service’s Volunteer Income Tax Assistance (VITA) program. The coordinator will oversee the preparation and electronic filing of personal income tax returns by VITA volunteers. The Tax Center will be located at McConnell AFB, Kansas. Work conducted there will be monitored by 22 ARW/JA. All necessary supplies and equipment will be government furnished. The contractor will be given compatible PC with Internet connection as well as a laser printer. The applicable software, TAXWISE, is web-based and is the Internal Revenue Service’s (IRS) approved tax preparation and electronic filing software.

2. OBJECTIVE

The objective of this contract is to provide a tax program that will offer assistance to the more than 16K eligible personnel associated with McConnell AFB in the preparation and electronic filing of their personal federal and state income tax returns.

3. RESPONSIBILITIES

a. Oversee and train as many as 100 Volunteer Income Tax Assistants on processing income tax returns.

b. Responsible for scheduling volunteers to operate the McConnell AFB Tax Center

c. Establish and maintain appropriate suspenses.

d. Prioritize work to maximize personal productivity, and set hours as the work dictates

e. Ensure security procedures are strictly adhered to in the processing of Privacy Act materials and maintain client confidentiality.

f. Input data and/or information into TAXWISE automated system in the preparation of individual state and federal tax returns.

g. Verify and reconcile data input into the automated system. Identify cause of discrepancies and make appropriate corrections.

h. Establish and maintain appropriate tracking files for follow-up questions from military personnel and/or IRS.

i. Compile and prepare end of tax season activity reports.

j. Prepare concise 2010 tax year continuity book.

4. MINIMUM QUALIFICATIONS

The Site Coordinator must have the following minimum qualifications:

a. At least three years of experience (three different tax seasons), in the last seven years, processing tax returns for customers as a VITA volunteer or other similar volunteer or salaried position. (i.e. H&R Block or Jackson Hewitt)

b. Experience using the TAXWISE software or other similar tax preparation software.

c. At least one year of successful performance in a management position or one tax season of experience managing a similar program. Please provide references. The responsibilities of any prior management positions should be at least commensurate to the duties described in section 3.

5. WORK HOURS

The coordinator is required to attend IRS-sponsored training at the Government’s expense. The contractor will be paid at the contracted rate to attend the training. After successfully completing the training, the assistant will be responsible for daily operations at the McConnell AFB Tax

Center starting 18 January 2011 and will be responsible, along with personnel from the Legal

Office, for training the VITA Volunteers during the week of 10-15 January 2011.

Contractor is not to exceed more than 400 Units total during periods worked from 10 January 2011 (the week of the VITA Volunteer training) through 29 April 2011 (to include the mandatory IRS-sponsored training). Work hours will normally be from 0800 to 1600 Monday through Friday (constituting 4 Units per working day). Occasional adjustments to this schedule can be coordinated through the 22 ARW/JA with approval by the Contracting Officer. Valid reasons for schedule adjustments include, but are not limited to, Federal holidays and the end-of-season rush. Although more than 4 Units might be worked on some days, at no time will any workweek exceed 20 Units.

NOTE: 1 Unit = 2 Hours

6. TAX CENTER HOURS OF BUSINESS

The Tax Center will be open for business from 0800 to 1600, Monday through Friday, from 18 January 2011 to 22 April 2011. Additional workdays before or after the Tax Center’s period of operation will be used for training and administrative and logistical preparation for and closure of the tax season.

7. BILLING

Contractor will submit a monthly invoice for EFT payment using Wide Area Work Flow.

A bi-weekly (two times a month) progress report of returns completed and units worked will be submitted for verification by monitors identified (see Section 1) in this statement of work.

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 persons under this contract who have 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 a NCI check will be denied access to the installation. Information required to conduct a NCI check includes: your 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 McConnell AFB 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 delays 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 appearance and be easily identified as contractor employees.

Contractor Registration of Vehicles on McConnell 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

McConnell AFB.

Access to Installation During Various Force Protection Conditions (FPCONs)

Contractors will be assigned a mission essential designation IAW requirements contained in

McConnell AFB I 31-101/Installation Security Instruction. Only the installation commander or the unit commander requesting contract support will assign the mission essential designation.

Property Protection Property protection for facility where the contractors’ 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 AFI 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 non-disclosure agreements 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.