1. Deliverables/Requirements: a. Step I – Initial Evaluation i. Proposer shall perform an initial analysis of the County’s tax payments (sales, use, excise, local, fuel surcharges and other miscellaneous taxes and credits) to identify refunds or credits. During this step, the Proposer shall conduct interviews, review tax filing and source documents, and perform technical research to support all claimed exceptions. Proposer must communicate the results of the initial analysis to the County’s Administrative Office (CAO) and the Auditor-Controller/Treasurer/Tax Collector (ATC) prior to commencing Step II of the project. b. Step II – Quantification and Representation i. After proposer meets with CAO and ATC to review the initial analysis, Proposer will prepare a report and/or audit schedules quantifying and documenting the refunds/credits, including any applicable interest, as specifically identified by the County Administrative Office and Auditor-Controller/Treasurer/Tax Collector based upon the initial analysis completed in Step I. This report shall be prepared within a three (3) month time frame from the time Step II commences. As necessary, Proposer will retrieve, duplicate, and organize supporting source documents. Proposer will complete and/or file on the County’s behalf required claims for refunds or credits, or amended returns with the appropriate tax jurisdiction or vendor including representation before such entity. Proposer will work with County vendors to correct tax billing for the item or items determined to be exempt in order to avoid future overpayments c. Training Requirements i. Proposer shall provide the following training at no cost to the County: 1. Proposer’s training shall include PowerPoint slides, a Sales & Use Tax Reference Manual specific to the County, and quizzes to ensure comprehension. Proposer shall provide approximately twelve (12) hours of training to County employees designated by the County Administrative Office. 2. When requested, provide relevant sales tax related background information including legal requirements, risk factors, and constraints on various sales tax exemptions
