Questions and Answers_USCA24R0021 080624 Final_Clean.pdf
PDF 115 KB Posted
- Attached to
- Disputed Ownership Fund (DOF) Tax Support
- Solicitation number
- USCA24R0021
- Issued by
-
Administrative Office of the U.S. Courts
About this file
This document consists of questions and answers related to solicitation USCA24R0021 for tax support services for the Disputed Ownership Fund (DOF) Pool managed by the Administrative Office of the U.S. Courts (AO). The key details are:
The AO is seeking tax expertise to assist with preparing and filing tax returns and estimated tax payments for the DOF Pool. Clarification was provided on the proposal format requirements, including that the 12-point font limit applies to all content. The AO will allow offerors to include a narrative price proposal in addition to the requested Microsoft Excel spreadsheet. The AO declined to provide copies of prior-year tax returns, trial balances, and estimate payment workpapers, stating they are not relevant to the scope of work. The incumbent tax consultant is Heffler, Radetich & Saitta LLP. The AO indicated the 2023 tax return was filed in March 2024 and annual returns are filed by the deadline each year.
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Other files
| File | Type | Posted |
|---|---|---|
| AOUSC Contractor Nondisclosure Agreement_May 2024.pdf | ||
| USCA24R0021 0001 072424 AO signed.pdf | ||
| Pricing Attachment_Disputed Ownership Fund Taxes v2.xlsx | XLSX spreadsheet | |
| USCA24R0021 060424 AO signed.pdf |
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Text version
USCA24R0021
Questions and Responses
Request for Proposal USCA24R0021
1. General Question: Should I submit the completed form USCA24R0021 0001 – Page 1 of 4 as a stand-alone document or do you require the previously completed proposal?
Response: Please complete and return all pages of Request for Proposal (RFP) amendment USCA24R0021 0001 along with the previously completed proposal associated with RFP
USCA24R0021.
2. General Question: Would the Judiciary please identify its incumbent tax consultant?
Response: Heffler, Radetich & Saitta LLP is the incumbent.
3. C-1 Statement of Work (p. 5–6 of 16): Would the Judiciary please provide copies of the prior-year federal and state income tax returns?
Response: The Financial Operations Division’s (FOD) management has decided against disclosing copies of prior-year federal income tax returns. The Administrative Office of the U.S. Courts (AOUSC) does not file state taxes, only federal taxes are filed.
4. C-1 Statement of Work (p. 5–6 of 16): Would the Judiciary please provide a copy of the most recent trial balances that would need to be considered for the scope of work and deliverables?
Response: The trial balance is not relevant to the process. FOD uses reports from their investment platform to prepare the estimates and the return. Note: The only source of income is interest, and the only expenses are fees.
5. C-1 Statement of Work (p. 5–6 of 16): Would the Judiciary please provide copies of prior-year estimate payments and related workpapers?
Response: FOD’s management has decided against disclosing copies of prior-year estimate payments and related workpapers.
6. C-1 Statement of Work (p. 5–6 of 16): Would the Judiciary please provide a copy of the prior- and current-year depreciation schedules, if any?
Response: The fund operates on a cash basis. There is no depreciation recorded or considered.
7. C-1 Statement of Work (p. 5–6 of 16): Would the Judiciary please identify when the tax return was filed in the previous year?
Response: The 2023 return was filed in March 2024. Annual returns are filed by the deadline each year (circa April 15).
8. L-2 Proposal Instructions (p. 11 of 16): Would the Judiciary please confirm the 12-pt font limit does not apply to headers, footers, footnotes, tables, and graphics?
Response: The 12-point Times New Roman or Arial type applies to all including, headers, footers, footnotes, tables, and graphics.
9. L-3 Proposal Preparation (p. 12 of 16): Would the Judiciary please confirm which volume offerors should include completed Representations & Certifications?
Response: Volume IV – Business.
USCA24R0021
Questions and Responses
10. L-3 Proposal Preparation (p. 12 of 16): Would the Judiciary please allow offerors to include a narrative price proposal volume, in addition to the requested Microsoft Excel spreadsheet?
Response: Yes. Price narrative shall be included in Volume 4 - Price for BPA and BPA Call 01.
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