Tax Services for Headquarters Air Forces Services Agency

This is a Request for Information (RFI)

AMENDMENT: (24 MAY 2012)  CLOSING DATE FOR RFI IS CHANGED FROM 29 MAY 2012 TO 22 JUNE 2012.  PLEASE SEE DATE AND TIME BELOW.  DATE IS EXTENDED TO PROVIDE AMPLE TIME TO POST QUESTIONS AND ANSWERS TO FBO SITE.  PLEASE CHECK FBO SITE INTERMITTENTLY FOR POSTING.

Headquarters Air Force Services Agency (HQ AFSVA) is conducting market research and seeks information and pricing to obtain Tax Services.  The information and pricing must be for a complete solution to process all monthly, quarterly, and annual tax filings for federal, state and local level jurisdictions, to also include W2, 1099R, W2-C, 1042 and 941 reporting for NonAppropriated Fund (NAF) personnel and retirees.  

HQ AFSVA currently has one (1) Federal Tax ID with no company codes.  We currently have 127 local and 44 state jurisdiction numbers.  HQ AFSVA currently pays approximately 27,000 employees (bi-weekly every other Friday) and 3,200 retirees (1st of every month).  Our organization is exempt from paying payroll taxes on the following liabilities: State Disability Insurance (SDI), Federal Unemployment Tax (FUTA) and State Unemployment Insurance (SUI). 

 The 2011 Annual Payroll liabilities are as follows:

            Federal Income Tax (FIT):  $38,768,252.98

            State Income Tax (SIT): $8,006,993.12

            Federal Insurance Contributions Act Tax (FICA):  $25,550,810.22

The 2011 Retirement payroll

            FIT $1,407,316.46

            SIT $0

            FICA $0

The 2011 City Income Tax (CIT):  $209,928.48.

Requirement:  HQ AFSVA will provide all necessary raw data to the service company from Oracle E-business Suite 12i (Commercial version).  HQ AFSVA requires all payments/filings to be made securely (transmission must meet all applicable security standards), timely and in the format as required by federal, state and local level jurisdictions.  HQ AFSVA current employees must be able to access all tax documentation (W-2, W-2C, etc) via a secured web-portal.  All retiree tax documentation (1099R) must be distributed via first class mail.

All tax payments, tax filings and back-up supporting documentation must be provided to HQ AFSVA electronically within 14 days after successfully processed (i.e., tax filing confirmation pages and tax payments release for payment) in a .pdf format to the email address provided. 

HQ AFSVA is seeking information and pricing ONLY.  This action WILL NOT result in a contract award.

Vendor shall submit information by email NLT response date and time to valerie.baltimore@us.af.mil.  Subject line should included RFI title and number.  See above information.

This is a Request for Information (RFI)

Headquarters Air Force Services Agency (HQ AFSVA) is conducting market research and seeks information and pricing to obtain Tax Services.  The information and pricing must be for a complete solution to process all monthly, quarterly, and annual tax filings for federal, state and local level jurisdictions, to also include W2, 1099R, W2-C, 1042 and 941 reporting for NonAppropriated Fund (NAF) personnel and retirees.  

HQ AFSVA currently has one (1) Federal Tax ID with no company codes.  We currently have 127 local and 44 state jurisdiction numbers.  HQ AFSVA currently pays approximately 27,000 employees (bi-weekly every other Friday) and 3,200 retirees (1st of every month).  Our organization is exempt from paying payroll taxes on the following liabilities: State Disability Insurance (SDI), Federal Unemployment Tax (FUTA) and State Unemployment Insurance (SUI). 

 The 2011 Annual Payroll liabilities are as follows:

            Federal Income Tax (FIT):  $38,768,252.98

            State Income Tax (SIT): $8,006,993.12

            Federal Insurance Contributions Act Tax (FICA):  $25,550,810.22

The 2011 Retirement payroll

            FIT $1,407,316.46

            SIT $0

            FICA $0

The 2011 City Income Tax (CIT):  $209,928.48.

Requirement:  HQ AFSVA will provide all necessary raw data to the service company from Oracle E-business Suite 12i (Commercial version).  HQ AFSVA requires all payments/filings to be made securely (transmission must meet all applicable security standards), timely and in the format as required by federal, state and local level jurisdictions.  HQ AFSVA current employees must be able to access all tax documentation (W-2, W-2C, etc) via a secured web-portal.  All retiree tax documentation (1099R) must be distributed via first class mail.

All tax payments, tax filings and back-up supporting documentation must be provided to HQ AFSVA electronically within 14 days after successfully processed (i.e., tax filing confirmation pages and tax payments release for payment) in a .pdf format to the email address provided. 

HQ AFSVA is seeking information and pricing ONLY.  This action WILL NOT result in a contract award.

Vendor shall submit information by email NLT response date and time to valerie.baltimore@us.af.mil.  Subject line should included RFI title and number.  See above information.