Request for Proposal

Call for Training Proposals

            The presentations and discussions during the ALAS Advisory Group event on October 6-7, 2014, generated substantial interest in training for state auditors in skills and methods for identifying issues concerning related party transactions as they conduct corporate tax audits.  The Commission has therefore decided to host, through its existing training program, an early course on this subject for states in the first quarter of 2015, and is soliciting proposals from interested firms to deliver an in-person training course on related party transactions.  The training objective is that, at the end of this course, a student will be able to identify issues involving related party transactions that require further analysis, to suggest additional information needed from taxpayers related to the issues, and to recommend to supervisors the analytical support—legal, technical, and economic—needed for the agency to address the issues.

            If you are interested in this opportunity, please submit a proposal that describes:
  • The nature and content of the training, including a list of topics with an approximate time for each topic.
  • The specific skills you would expect students to develop through the training.
  • The type of exercises or other tools used in the course that would support practice of the concepts learned in the course.
  • Description of specialized software (beyond a standard suite of software that includes word processing and spreadsheet applications) that would be required for the training, if any.
  • Any advance preparations for the students, such as advance reading materials.
  • The names and qualifications of the persons who would serve as faculty.
  • Your firm’s availability during the first quarter of 2015 to deliver this training.
  • The number of students (minimum and maximum) you would consider workable for the course.
  • The suggested terms on which you would provide your services.
  • Any other information you consider relevant to understanding your proposal.
            You should assume for purposes of developing a proposal that the participating auditors, while trained and experienced in corporate tax auditing, have no previous experience specifically in identifying related party transaction issues.

            Please submit your proposal by December 31, 2014, to Gregory S. Matson, Deputy Executive Director, Multistate Tax Commission, 444 North Capitol Street, N.W., Suite 425 Washington, D.C. 20001 (electronic submission via email is preferred).