Attachment 1 - Pricing Form.pdf
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- Solicitation number
- 142386
- Issued by
- Dallas County, Texas
About this file
This is a Pricing Form (Attachment 1) for RFP 26-06 issued by the Dallas County Tax Assessor (DCTA) for Sales and Use Tax Compliance Review, Recovery, and Consulting Services in Texas. The form requires proposers to submit comprehensive pricing information across five contract years, consisting of a base year and two additional base years followed by two optional years. Proposers must complete all sections and submit the pricing form as a PDF with their proposal response through PlanetBids. The contract pricing structure includes fixed annual fees that cover all labor, overhead, travel, and incidental costs associated with non-contingency deliverables, with Year 1 serving as the base year and Years 2 and 3 subject to a CPI-U cap or 3% increase, whichever is lesser. Option Years 4 and 5 follow the same CPI-U/3% cap constraint based on the Dallas-Fort Worth-Arlington index for the twelve-month period ending October 31 prior to each option year's commencement.
In addition to fixed annual fees, proposers must establish fixed contingency rates as percentages of amounts recovered and increased sales tax actually received by DCTA, which remain constant throughout the initial term and all option years. Proposers must also specify a Commission Determination Period representing the maximum number of months during which commissions accrue for a single corrected taxpayer or transaction, measured from the date the contractor's correction first appears in a DCTA Comptroller distribution. The form permits optional tiered or volume-based pricing variations if applicable. All proposers must provide a Most-Favored Client Certification confirming that the stated fees and rates are no less favorable than those offered to any other Texas governmental entity for substantially similar services, with a commitment to notify DCTA and apply more favorable rates retroactively within thirty days if offered to another such entity during the agreement term.
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Attachment 1 – Pricing Form
RFP 26-06
Sales and Use Tax Compliance Review, Recovery, and Consulting Services
INSTRUCTIONS
• Complete all sections. Submit as PDF with your proposal response (Response File in PlanetBids).
• Option Year fees are subject to the CPI-U / 3% cap in Section 4. Contingency rates are fixed for all contract years.
• Base Year 1 fee, Contingency Rate (Recovered), and Contingency Rate (Increased) are the three scored pricing sub-components per Section 11.4.
SECTION A – FIXED ANNUAL FEE
State the fixed annual fee for each contract year. The fee shall cover all labor, overhead, travel, and incidental costs associated with non-contingency deliverables (Section 9.1).
Contract Year Fixed Annual Fee ($) CPI-U Cap (Section 4) Notes / Conditions
Base Year 1 (Year 1) $ N/A — Base year
Base Year 2 (Year 2) $ CPI-U / 3% cap
Base Year 3 (Year 3) $ CPI-U / 3% cap
Option Year 1 (Year 4) $ CPI-U / 3% cap
Option Year 2 (Year 5) $ CPI-U / 3% cap
▲ Option Year fees are subject to the lesser of: (a) 3% above the preceding year’s fee or (b) the CPI-U (Dallas–Fort Worth–Arlington) for the twelve-month period ending October 31 before the Option Year commences (Section 4).
SECTION B – CONTINGENCY RATES
State the contingency rate as a percentage of amounts recovered or increased. Rates are fixed for the Initial Term and all Option Years (Section 4).
Fee Type Rate (%) Notes
Line 1 — Contingency Rate: Recovered Sales Tax Section 9.2 — % of Recovered Sales Tax actually received by DCTA
Line 2 — Contingency Rate: Increased Sales Tax Section 9.3 — % of Increased Sales Tax actually received by DCTA
SECTION C – COMMISSION DETERMINATION PERIOD
State the maximum number of months for which commissions accrue with respect to a single corrected taxpayer or transaction (Section 9.4). This period begins on the date the Contractor’s correction is first reflected in a DCTA Comptroller distribution.
Commission Determination Period (Section 9.4 — maximum months commissions accrue per corrected taxpayer or transaction) months
SECTION D — TIERED OR VOLUME-BASED PRICING VARIATIONS (IF ANY)
If your firm offers tiered or volume-based pricing adjustments, describe below. Leave blank if not applicable.
SECTION E — MOST-FAVORED CLIENT CERTIFICATION AND SIGNATURE
Most-Favored Client Certification (Section 9.6): By signing below, Proposer certifies that (a) the fees and rates stated above are no less favorable than those offered to any other Texas governmental entity for substantially similar services, and (b) if more favorable rates are offered to any such entity during the term of the Agreement, Proposer will notify DCTA in writing within thirty (30) days and apply the more favorable rates retroactively.
Firm Legal Name:
Authorized Representative (Print) / Title:
Signature: Date:
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