Attachment 2 - References.pdf

Attachment 2 — List of References

RFP 26-06

Sales and Use Tax Compliance Review, Recovery, and Consulting Services

INSTRUCTIONS

• Provide a minimum of five (5) references for engagements of similar scope completed within the past five (5) years.

• At least two (2) references must be from Texas Chapter 451, 452, or 460 transit authority clients (preferred).

• DCTA may contact references during evaluation. Ensure all contact information is current and accurate.

Reference 1 — Transit Authority (Ch. 451/452/460) Preferred

Client / Organization Name: Contact Person and Title:

Telephone: Email Address:

Description of Services Performed:

Contract Term / Dates of Engagement: Texas Ch. 451/452/460 Transit Authority?

Yes No

Reference 2 — Transit Authority (Ch. 451/452/460) Preferred

Client / Organization Name: Contact Person and Title:

Telephone: Email Address:

Description of Services Performed:

Contract Term / Dates of Engagement: Texas Ch. 451/452/460 Transit Authority?

Yes No

Reference 3

Client / Organization Name: Contact Person and Title:

Telephone: Email Address:

Description of Services Performed:

Contract Term / Dates of Engagement: Texas Ch. 451/452/460 Transit Authority?

Yes No

INSTRUCTIONS

• Provide five (5) references for engagements of similar scope completed within the past five (5) years. All five references must be from Texas public-sector clients. References from private-sector clients will not be considered.

• At least two (2) references must be from Texas Chapter 451, 452, or 460 transit authority or special-district clients.

• DCTA may contact references during evaluation. Ensure all contact information is current and accurate.

Reference 4

Client / Organization Name: Contact Person and Title:

Telephone: Email Address:

Description of Services Performed:

Contract Term / Dates of Engagement: Texas Ch. 451/452/460 Transit Authority?

Yes No

Reference 5

Client / Organization Name: Contact Person and Title:

Telephone: Email Address:

Description of Services Performed:

Contract Term / Dates of Engagement: Texas Ch. 451/452/460 Transit Authority?

Yes No

Certification:

The undersigned certifies that the references listed above are accurate and complete. DCTA has permission to contact each reference. All engagements were performed by the Proposer’s firm, not affiliates or predecessor entities, unless otherwise noted.

Firm Legal Name:

Authorized Representative (Print) / Title:

Signature: Date: