BASIC LIFE INSURANCE TRAINING

AGENCY: Department of the Treasury

OFFICE ADDRESS: 6009 Oxon Hill Road, Suite 500 Oxon Hill MD 20745

SUBJECT: Basic Life Insurance Training

CLASSIFICATION CODE: U - Education & training services

SOLICITATION NUMBER: TIRNO-09-R-00054

CONTACT: Kenneth T Woolbright, Contract Specialist, Phone 202-283-1119, Fax 202-283-0610, Email kenneth.t.woolbright@irs.gov

SETASIDE: N/A

PLACE OF PERFORMANCE ADDRESS: Muliple Locations Nation Wide

PLACE OF PERFORMANCE COUNTRY: US

NOTICE TEXT: Department of the Treasury Internal Revenue Service (IRS) National Office Procurement (OS:A:P) This is a sources sought synopsis for small business acquisition planning purposes and no formal solicitation exists at this time. IRS is soliciting input from Small Business (SB), 8(a), HUBZone and other socio-economic concerns to determine the technical, administrative, management and financial capability of such offerors must submit a brief but complete capability statement that demonstrates their capability to perform these services for an evaluation to this office no later than October 26, 2009. Responses to this sources sought shall include company name, address, business size and type (NAICS code 524210) point of contact with email address and phone number, a cost estimate, as well as previous procurements performed of similar size and complexity. This information will be used by the Contracting Offer to assist in developing the procurement strategy, including what kind of small business set-aside is warranted. DESCRIPTION OF SERVICES - Basic Life insurance Training Courses SPECIFIC TASKS - The Contractor shall design, develop and deliver one or more comprehensive courses on life insurance each fiscal year which will enable revenue agents to understand industry terminology, concepts, systems of records, insurance accounting, annual statements, reinsurance and federal taxation of insurance transactions. The Contractor's portion of the course will be an integral part of the IRS' overall course to the agents regarding the subject matter. The IRS will instruct the IRS portion and the Contractor shall instruct its portion of the course. The course shall be delivered in a classroom setting by the Contractor, which may be audited by IRS instructors. Additionally, the classroom setting will provide the level of interaction among students and instructors that will assure success. The Contractor's course shall consist of multiple hours in the study of Insurance Accounting and Annual Statement and multiple hours covering Federal Taxation of Life Insurance Companies and provide the revenue agents with the training material needs to cover an extensive outline. In addition, the Contractor will provide reference materials that can be used in future IRS courses at no additional cost to the IRS.