Form 14417 (Rev. 2-2013)
Catalog Number 59893X www.irs.gov
Page 5 of 6
Field
Number
Field Name Field Action
2.c. IRS Business Unit name Enter IRS Business Unit Name.
2.d. Address
Enter the address - street number, street name, city, state, and zip code of the IRS Budget Office
Reimbursables Coordinator official.
2.e. Telephone number
Enter the telephone number of the IRS Budget Office Reimbursables Coordinator official related to the
reimbursable agreement.
2.f. Fax number
Enter the fax number of the IRS Budget Office Reimbursables Coordinator official related to the
reimbursable agreement.
2.g. Email address
Enter the email address of the IRS Budget Office Reimbursables Coordinator official related to the
reimbursable agreement.
3. Statutory authority
Internal Revenue Code section references box is pre-populated. These statutory references always
apply. Other Statutory Authority - This box should be checked when an additional statutory authority
applies. Enter additional statutory authority on the line provided, if applicable.
4. Agreement action
Enter agreement-related action type. (e.g., New, Amendment, or Cancellation)
1) Either New or Amendment must be checked.
2) If Amendment is checked, then either Increase, Decrease or Cancellation must be checked.
5. Agreement period of performance
Enter the following information:
1) The start date of the agreement (effective date)
2) The end date of the agreement (the estimated completion date for support under this
agreement). Note: IRS agreements operate on a fiscal year basis. Funding received from state,
local and foreign governments applies to the current fiscal year only. Multi-year funding cannot be
retained or applied to future fiscal years.
3) Enter the cancellation date of the agreement, if applicable.
6.
Description of requested products and/or
services to be provided
Enter a description of requested products and/or services to be provided by the IRS, including scope of
work or work statement to support delivery orders.
7. Advance payment requirements
Non-federal customers must provide an advance payment before the IRS begins any work for the
full cost of goods and/or services to be provided.
Indicate the type of draw down method to be used: One box must be checked which denotes the
frequency of revenue recognition and frequency of the advance draw down. "Monthly" is the
recommended drawn down frequency.
Breakdown of reimbursable cost
estimate
Unit of measure applicable to project Indicate the unit of measure that will be used to cost the project.
Item quantity (A) Enter the number of items, hours, or other unit of measure related to the project, as applicable.
Unit price (B) Enter the unit price of the product being delivered or services being rendered, as applicable.
Total direct costs (A X B) Enter total direct costs. See IRM 1.33.8 Reimbursable Operating Guidelines - Costing.
Indirect/Overhead costs
Enter the total indirect/overhead costs. Examples of indirect/overhead Costs include: a) General
management and administrative services, b) Facilities management and ground maintenance services
(security, rent, utilities, and building maintenance), c) Procurement and contracting services, d) Financial
management and accounting services, e) Information technology services, f) Services to acquire and
operate property, plant and equipment, g) Publication, reproduction, graphics and video services,
h) Research, analytical, and statistical services, i) Human resources/personnel services, and j) Library
and legal services. See IRM 1.33.8 Reimbursable Operating Guidelines - Costing.
Total estimated costs Enter the total amount of estimated costs which equals direct and indirect/overhead costs.
Initial reimbursable agreement amount,
including any prior amendments
Enter the initial reimbursable agreement amount or the initial reimbursable agreement amount amount
adjusted for any increases or decreases before the most recent amendment.
Current amendment - increase
(decrease) Enter the current amendment amount - increase (decrease), as applicable.
8.
Total current reimbursable agreement
amount
Enter the summation of the Initial Reimbursable Agreement Amount, including any prior amendments
and Current Amendment - increase (decrease) fields.
9.
Billing & collection contact information
and payment requirements
Finance Office Representative
9.a. Official's name Enter the name of the Buyer's Finance Office Representative official.
9.b. Official's title Enter the title of the Buyer's Finance Office Representative official.
9.c. Billing address
Enter the address - street number, street name, city, state, and zip code of the Buyer's Finance Office
Representative official.
9.d. Telephone number
Enter the telephone number of the Buyer's Finance Office Representative official for correspondence on
billing and collection issues.
9.e. Fax number
Enter the fax number of the Buyer's Finance Office Representative official for correspondence on billing
and collection issues.
9.f. Email address
Enter the email address of the Buyer's Finance Office Representative official for correspondence on
billing and collection issues.