QA__RFP4383154.docx

Q&A -1

1. Are you able to provide an estimate of how many scientist are expected to participate in the seminars?

NIH has about 1,231 non-resident taxpayers and about 2,551 non-immigrants who are liable for paying taxes. We have had an average of 26 participants in each tax seminar (morning and afternoon session each). We have many (70?) tax residents who are still claiming the tax treaties.

1. Approximately, how many DIS staff members will participate in the DIS presentations/ One observer, who can answer questions appropriate to NIH (Immigration, what we consider when making an initial tax treaty determination), and one program support to come in the beginning to lay out the sign-in sheet and pass out evaluations. The observer has not been able to come every time in the past, but it’s our goal to come as often as possible.

1. Regarding the Income Tax Handbook, are you expecting the contractor to update an existing handbook or create a new handbook?

The new contractor can build upon the existing tax handbook and tax preparation guide. It has to be 508 compliant at the time it’s delivered.

4. Although it seems that tax preparation is a part of the contractor from reading the SOW, could you please confirm that tax preparation is part of the contract for clarity?

The contract does not include individual tax form preparation. It does include creating key sample forms to explain to a group (usually 4-5). Individuals are expected to hire their own tax consultants or use non-resident tax software if they do not wish to complete their own returns.

5. Is there a particular format that you require the proposal, other than completing the excel sheet and answering the questions/statements on the MS Word Statement of word document?

No, there is no required format for the business proposal.