Appendix E - Personnel Experience by Key Position.docx

Appendix E is a personnel qualification form for the Pennsylvania Department of Revenue's Inheritance Tax Counsel contract opportunity. This document requires bidding law firms to provide detailed information for all key personnel who will be assigned to the project, including individuals identified in the Statement of Qualifications and any additional positions deemed integral to the work. For each position, firms must identify the specific personnel by name, specify their percentage time commitment to the project, document their years of prior experience in the same or similar roles, describe other relevant experience applicable to their position, list all postsecondary degrees, and enumerate relevant certifications and professional memberships. The form serves as a standardized template to ensure consistent evaluation of personnel qualifications across all proposals submitted for inheritance tax matters, which may encompass responding to filings, negotiating settlements, appearing in court, and litigating disputes involving valuation, marital status declarations, tax filing and payment failures, will validity, and asset distribution.

The appendix does not address pricing, set-asides, incumbent information, funding sources, or contract terms, as it functions solely as a personnel qualification documentation form. Firms submitting proposals must complete this appendix with comprehensive details demonstrating that assigned personnel possess the necessary legal experience, educational credentials, and professional qualifications to handle the diverse inheritance tax matters that may arise at the county level throughout Pennsylvania on behalf of the Department of Revenue.