SOW - Tax Center Coordinator

Statement of Work

TAX CENTER COORDINATOR

9 Nov 11

1. PURPOSE

The primary purpose of this contract is to obtain a Coordinator for the 2012 McConnell Air Force Base (AFB) Tax Center for the preparation and electronic filing of 2011 federal and state tax returns. This activity will be performed under the auspices of the Internal Revenue Service’s Volunteer Income Tax Assistance (VITA) program and the McConnell legal office. The Coordinator will oversee the preparation and electronic filing of personal income tax returns by VITA volunteers. The Tax Center is located at McConnell AFB, Kansas, and work conducted there will be monitored by the McConnell legal office. All necessary equipment and supplies will be provided by the Air Force. TaxWise Online, the Internal Revenue Service’s approved tax preparation and electronic filing software, will be used.

2. OBJECTIVE

The objective of this contract is to provide a Tax Center Coordinator who will oversee the 2012 McConnell Tax Center, offering federal and state tax assistance to more than 16,000 Department of Defense beneficiaries associated with McConnell AFB.

3. RESPONSIBILITIES

a. Oversee as many as 50 VITA volunteers on preparing and electronically filing federal and state income tax returns.

b. Assist IRS personnel in providing a one-week training (12-16 December 2011) for VITA volunteers.

c. Conduct one-day training for VITA volunteers on preparation of state income tax returns.

d. Schedule volunteers to ensure adequate manning of the Tax Center throughout the 2011 tax season.

e. Ensure personal information is protected in accordance with the Privacy Act and confidentiality requirements.

f. Prepare federal and state income tax returns for eligible beneficiaries and quality review returns prepared by VITA volunteers.

g. Electronically submit completed returns in a timely manner.

h. Maintain an accurate tax return filing system as required by the IRS.

i. Prepare certificates, letters of appreciation, and a volunteer luncheon to thank VITA volunteers at the end of the tax season.

j. Communicate with the IRS VITA liaison to ensure compliance with IRS requirements.

k. Prepare a 2012 McConnell Tax Center continuity book.

4. MINIMUM QUALIFICATIONS

The 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. Coordinator must have prepared at least 50 federal tax returns in each

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Tax Center Coordinator Attachment 1 of those three years as a VITA volunteer or in a paid position (H&R Block, Jackson Hewitt, etc.);

b. Experience using TaxWise Online or other similar tax preparation software; and

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. Possess a favorable DOD-recognized security clearance so that a Common Access Card can be obtained quickly (a Common Access Card is required for DOD network access).

5. WORK HOURS

The Coordinator is required to attend a one-week IRS VITA training at McConnell AFB, currently scheduled for 12-16 December 2011. The Coordinator will be paid the contracted rate while attending the training. Upon completion of the training, the Coordinator must pass all VITA qualifications tests. The Coordinator will then be responsible for setting up the Tax Center and training VITA volunteers until the Tax Center officially opens on or about 30 January 2012. The McConnell Tax Center is expected to open for business from 30 January 2012 to 17 April 2012. From 18 to 30 April 2012, the Coordinator will close complete end of year reports and other administrative matters and organize an appreciation luncheon for volunteers.

The Contractor is not to exceed more than 700 hours total during the contract period from 12 December 2011 to 30 April 2012. Work hours will normally be from 0800 to 1600, Monday through Friday, with a one hour lunch (7 hours per work day). However, before the Tax Center opens for business on 30 January 2012, the Coordinator should work half days, or about 4 hours per day. More Units will likely be needed at the end of the tax season rather than the beginning, and the Coordinator is expected to organize his or her time worked accordingly. Occasional adjustments to this schedule may be approved by the McConnell legal office. Valid reasons for schedule adjustments include, but are not limited to, federal holidays and the end-of-season rush.

6. TAX CENTER HOURS OF BUSINESS

The Tax Center will be open for business approximately 0900 to 1500, Monday through Friday, from on or about 30 January 2012 to on or about 17 April 2012. Additional workdays before or after the Tax Center’s period of operation will be used for training and administrative matters.

7. BILLING

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

A bi-monthly (two times per month) progress report of returns completed and Units worked will be submitted for verification by the McConnell legal office.

8. GENERAL

ACCESS TO GOVERNMENT COMPUTER NETWORK (COMMON ACCESS CARD)

(This section supplements AFFARS Clause 5352.242-9000.)

A. The contractor shall be eligible to obtain access to the Government unclassified automated information systems. Said employee(s) with access to the system are in a non-sensitive (public trust), Automated Information Systems III (formally ADP III) positions IAW DoD Directive

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5200.2-R. In compliance with DoD Directive 5200.2 and AFI 31-501, a National Agency Check with Inquiries (NACI) is required for all AIS III positions.

B. The Contractor shall fully adhere with the provisions of these referenced publications by having said employee submit the appropriate forms and maintain a positive suitability determination to continue performing under this contract.

C. Said employee shall complete and forward through the contractor McConnell AFB Base Form 114A (provided at the pre-performance conference) a minimum of 10 business days prior to the employee requiring base access. The COR/Trusted Agent shall schedule an appointment on behalf of the contractor’s employee with the appropriate Government Unit Security Manager

(USM).

D. The USM shall grant the contract employee access to the Electronic SF-85P, Electronic Questionnaires for Investigations Processing (e-QIP) Direct. The Contractor shall ensure said employee bring the necessary documentation requested on the SF-85P (e.g., current and previous addresses in the past 7 years, zip codes, telephone phone numbers, passport numbers, family member names, SSNs) to prevent delays in completing the SF-85P form. A copy of the SF-85P is available at the following link: http://www.opm.gov/forms/pdf_fill/SF85P.pdf for use by the contract employee as a worksheet.

E. The USM shall arrange for the government-obtained fingerprints (FD-258, FBI Fingerprint Card). The fingerprints and the e-QIP SF85P shall be forwarded to the Joint Personnel Adjudication System (JPAS). The Contractor shall advise their employee(s) that a favorable report, verified through the JPAS, is required as a condition for access to the system. Upon notification of a favorable response based upon the fingerprints the contract employee may be granted interim access. The contract employee shall then complete DD 1172-2 and forward to the COR/TA. The COR/TA shall process the DD 1172-2 and advise the contract employee to report to the DEERS office for issuance of the Common Access Card (CAC). While the Civil Engineering Squadron Commander may grant contract employee(s) temporary or interim access to government systems in non-sensitive positions pending the outcome of the NACI, the contract employee shall be immediately denied access to the system if the NACI returns an unfavorable or no determination made adjudication.

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.

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Tax Center Coordinator http://www.opm.gov/forms/pdf_fill/SF85P.pdf�

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.

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