SOW_FY17_v4_-_Final.pdf

An Administrative Tax Assistant is required for the period of 9 January 2017 – 20 April

2017.

The contractor will access the IRS Link and Learn sites:

https://apps.irs.gov/app/vita/ and/or https://www.linklearncertification.com/d/ (or similar link at www.irs.gov) on the first day of the performance period the contractor will pass the Ethics, Intake/Interview and Quality Review, Advanced and Military portions of the

IRS VITA training prior to 27 Jan 2017. After award, the Air Force will provide the successful offeror with access to TaxWise software by 10 January 2017 for the awardee’s use in completing the above training. The Contractor will participate in-person during at least 15 hours of the live in-person VITA training sessions being conducted on Grand

Forks Air Force Base, ND, from 9 January 2017 through 13 January 2017 from 8:00am to 4:00pm daily. The contractor will provide copies of certificates documenting successful completion of all required courses to 319 CONF prior to 27 Jan 2017.

Once the contractor successfully completes the required tests indicated above, the contractor must also successfully complete Site Coordinator Training by 30 January

2017. The contractor must also create an account and register as a Site Coordinator in the

Site Coordinator field at https://www.linklearncertification.com/d/ (or other relevant link at IRS.gov) by 30 January 2017.

The contractor shall be responsible for the daily operations of the Grand Forks AFB Tax

Center located in Building 207, Airman and Family Readiness Center. (Enter the north side of the building. There is a sign on the outside of the building and then again on the door to the Tax Center. No room number available)

The Administrative Tax Assistant (ATA) will work during the timeframe of 27 January

2017 (Friday) and 3 February 2017 (Friday) for a minimum of 18 hours between the hours of 7:00am and 5:30pm (all times are local times) to prepare for the actual opening on the tax center on 6 Feb (Monday). During the prep time, the contractor will:

-- shred old tax documents, https://apps.irs.gov/app/vita/ https://www.linklearncertification.com/d/ https://www.linklearncertification.com/d/

-- collect training books from individuals who have successfully passed the required tests prior to them being given their user IDs

-- begin arranging and publishing schedules for Vita Tax Assistants

-- take appointments for clients requesting to have their taxes completed

-- determine and publish a calendar indicating when individuals can receive tax assistance and how that assistance will be provided.

During the tax season, 6 February 2017 through 18 April 2017, the contractor must work at least three days per week during the normal workweek (Monday through Friday) and keep the tax center open on these same days for other volunteers to provide tax preparation services on these days as well. These three days must include Mondays and/or Fridays and one or two other days during the workweek during the tax season (for a total of three days each week). The days the contractor works each week during the tax season must remain generally consistent. The tax center will not be open on President’s

Day (20 February 2017) and the tax center must only be open a minimum of 10 hours during the week of President’s Day. During the week of 18 April 2017, the tax center must only be open one or two days for a maximum of 10 hours. On the days the contractor works, they must keep the tax center open at least 3 continuous hours between the hours of 7:00am and 5:30pm and on at least three of the days, the tax center must be open from 12:00pm to 1:00pm. Across all days, the contractor must be physically present in the Tax Center keeping the Tax Center open and providing tax preparation services for a minimum of 15 hours each week during the tax season. The contractor will personally provide tax preparation services as well as create and manage a schedule of volunteers to provide tax preparation services as indicated below. The contractor will be required to use the TaxWise electronic tax preparation software for all tax return filing and preparation. Access to this software will be provided by the Air Force. The primary duties of the contractor include, but are not limited to:

-- Coordinating of work schedules for the Volunteer Income Tax Assistance volunteers

(VITA);

-- intake and interview of clients; reception and clerical duties associated with the tax center;

-- prepare and complete relevant tax forms based upon information provided by eligible filers with whom the contractor is personally and directly working

-- filing of Federal and State income taxes (electronic) to include electronic entry of data necessary to accomplish such filings

-- assistance in creating amendments for current year. The tax assistant will chose a

VITA volunteer that has previous years’ experience to work any prior year amendments.

-- assisting other VITA volunteers in the completion of Federal and State income tax returns;

-- quality review of returns and reconciliation of rejected returns submitted by the contractor or other VITA volunteers;

-- uploading tax documents;

-- running weekly and end of season reports to include the number of federal and state refunds that were accomplished by each volunteer; total number of federal and state returns completed; rank, status (specifically whether the filer was active duty, Reserve, National Guard, dependent or retiree), dollar amounts of federal and state returns; and dollar amounts of fees saved for clients. These reports shall be issued to the 319th Air

Base Wing Legal Office upon completion.

-- communicating the schedule, schedule changes, and other relevant administrative matters to 319 ABW/JA for publication to the base populace.

An offeror must have been employed by or volunteered for an organization, business or voluntary association during one tax season within the last ten years. As part of this activity, the offeror must have successfully prepared tax returns for individuals using electronic software, filed those returns electronically with the IRS and have those returns be ultimately accepted by the IRS.

The Contractor must be able to immediately pass the applicable background investigation(s) necessary in order to gain access to Grand Forks AFB, ND according to relevant Air Force standards and for access to the installation’s computer network.