C.
Communications and Information Technology
1.
The Parties understand and agree that access to communications
technology is critical to
the delivery of FC services. Center will facilitate access to available technological support and/or
infrastructure within the limits of County policies, procedures and ability.
2.
Center will allow FC access to the equipment necessary to network computers and
maintain a reliable connection to the internet within the reasonable capability of the County as determined
by County staff.
D. Eligibility. Eligible Clients will be those clients who reside in Travis County and make less than
$50,000 per year for a family and less than $25,000 per year for an individual.
E. Printing. County will provide printing according to the schedule and requirements set forth in
Attachment B, "Printing," as may reasonably be provided under the restrictions and other demands upon
the County printing resources. County will work with FC in providing the requested printing within the
requested schedules and will make its best effort to meet those deadlines within County capabilities.
County cannot guarantee each and every printing requirement will be done according to the specifics set
forth, but will make its best effort to meet FC's needs in this area. County expects to provide printed
materials (247,960 images) under this Agreement valued at an amount not to exceed $6,000.00.
FC RESPONSIBILITIES
A. Services. FC recognizes the value of the space and assistance offered by Center and agrees to
provide services as follows:
1.
FC will prepare tax returns for all Eligible Clients requesting services
as long as the type
of return falls within the scope of FC volunteer training and as long as the Eligible Client meets the
eligibility criteria set forth above.
2.
FC will hire a Tax Center Manager to work closely with the Center's staff and who will
be responsible for maintaining the security of all spaces used by FC. This Manager will be present at all
times that FC services are being provided at the Center.
3.
FC will ensure that FC staff abides by the policies and procedures set forth by the County
and the Center.
4.
FC will ensure that all FC personnel have the necessary qualifications to provide services
and that all services are provided in a timely manner by qualified FC personnel who
meet or exceed
applicable training, licensing and regulatory and professional and ethical standards.
5.
FC will create and maintain records for Eligible Clients provided services under this
Agreement including information on which FC relies to determine eligibility, records and reports as
necessary to evaluate the effectiveness of the services provided under this Agreement and all other records
related to performance under this Agreement as reasonably requested by County.
Such records shall be
maintained for three (3) years, or until any issues, complaints or legal proceedings related to this
Agreement are resolved, whichever is later. County will be provided with copies of final reports of FC's
performance under this Agreement showing, at a minimum, the number
of Eligible Clients served, the
service provided, the number of tax returns completed and filed, and the amount of refunds or credits
requested and/or received on behalf of Eligible Clients. County will be provided access to all records
created and maintained pursuant to this Agreement.
B.
Buildings and Facilities Usage
1.
FC will cover the costs involved with any outlet, wiring or cabling installations in the
computer room that are crucial to FC operations. FC will provide County with a written request for such
Created on 01-24-2013
needs at least one week prior to beginning of services to enable County sufficient time to evaluate the
request and provide FC with an invoice
for the related costs, including any costs related to returning the
facilities to previous condition after the end of this Agreement. FC will provide payment to Travis County
prior to the work being performed.
2.
FC will assure that all spaces utilized by FC are returned to their original conditions at the
conclusion of each day.
3.
FC will assure that all equipment (tables and chairs) provided by Center is returned in the
original/satisfactory condition, as determined by County, at the conclusion of operations under this
Agreement.
C.
Marketing and Outreach Coordination
1.
FC will develop and provide the promotional materials (including print, indoor and
outdoor signage, and web-based materials) to publicize the Community Tax Center program through the
various channels offered by the Center. FC will provide Center with copies of such materials sufficiently
prior to beginning of services to allow County time to review and approve such materials and to make such
materials available in the desired format.
2.
FC will recognize Travis County and Center as a community partner in promotional
materials for the 2013 Tax Season.
Created on 01-24-2013
ATTACHMENT B
PRINTING
1.
New
volunteer
training
packet
$
113.76
2. Returning Volunteer
Training packets
$ 33.60
3.
Parameter
Comparison
$
7.79
4.
ITIN
Training
Materials
$
100.98
5.
ITIN
Resource
Guide
$
17.32
6. Volunteer Scheduling Software Instruction Guide
$ 29.92
7. Volunteer Certification Instruction Guide
$ 44.98
8.
1040
Levels
page
$
35.67
9.
Intake
Specialist
Handbook
$
20.67
10. Volunteer Philosophy, Bill of Rights, Job Description
$ 35.67
11.
Volunteer
scripts
$
8.22
12. It’s my first day checklist
$ 18.63
13.
Volunteer
Sign-in
Sheets
$
10.31
14. Schedule C Initiative Training Materials
$ 35.62
15.
CTC
General
Flyer
$
334.00
16.
CTC
Schedule $
292.90
17.
ITIN
Brochure $
83.38
18. ITIN Flyer
$ 67.20
19. ASL Flyer
$ 68.80
20. FAFSA Flyer
$ 57.00
21.
Austin
Creatives’
Day
$
66.00
22.
Client Sign-In Sheets
$ 49.72
23.
Processing
and
Tracking
Envelope
$1,365.53
24.
Taxpayer
Take-Home
Envelope
$1,821.53
25. Customer Satisfaction Sheet
$ 118.23
26.
Client
Drop-off
Sheets
$
15.84
27. Make an appointment cards
$ 38.00
28.
FAFSA
Intake
forms
$
35.67
TOTAL
$5,926.94
Created on 01-24-2013