Attachment 3 - Key Personnel.pdf
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- Solicitation number
- 142386
- Issued by
- Dallas County, Texas
About this file
This is a Key Personnel Attachment form for RFP 26-06, a Sales and Use Tax Compliance Review, Recovery, and Consulting Services engagement with the Denton County Transportation Authority (DCTA) in Texas. The form requires bidders to list all proposed personnel for the engagement, with space provided for up to six individuals, and allows for additional pages if needed. The Project Manager must possess a minimum of five years of Texas sales and use tax (SUT) experience, including specific knowledge of Comptroller allocation and reallocation procedures as outlined in Section 1 of the RFP minimum eligibility requirements. For each proposed team member, bidders must provide the individual's name, title or role on the engagement, total years of experience, Texas SUT-specific experience, relevant certifications or licenses, percentage of time dedicated to the project, and designation as Project Manager or not.
The form requires submission of a professional biography not exceeding one page for the proposed Project Manager, which must address total years of Texas sales and use tax experience, specific experience with Texas Comptroller allocation and reallocation procedures, experience with Texas Chapter 451, 452, 460, or other transit authority clients, relevant professional certifications or affiliations, and representative engagements of similar scope. Biographies for other proposed personnel may be included as supplemental material but are not required and will not be scored. An authorized representative must certify that all listed personnel are available and have agreed to participate as proposed, with the understanding that substitution of key personnel requires prior written approval from DCTA per Section 7.2 of the Agreement.
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Text version
Attachment 3 — Key Personnel
RFP 26-06
Sales and Use Tax Compliance Review, Recovery, and Consulting Services
INSTRUCTIONS
• List all personnel proposed for this engagement. Add additional pages if more than six personnel are proposed.
• Project Manager must have 5+ years Texas SUT experience including Comptroller allocation and reallocation procedures (Section 1 minimum eligibility).
• Attach a professional biography (1 page maximum) for the proposed Project Manager. See the PM biography requirement on Page 2.
KEY PERSONNEL
Name (Person 1): Title / Role on this Engagement:
Total Years Experience:
Texas SUT Years Experience:
Relevant Certifications / Licenses:
Percentage of Time Dedicated:
Project Manager?
(Yes / No):
Name (Person 2): Title / Role on this Engagement:
Total Years Experience:
Texas SUT Years Experience:
Relevant Certifications / Licenses:
Percentage of Time Dedicated:
Project Manager?
(Yes / No):
Name (Person 3): Title / Role on this Engagement:
Total Years Experience:
Texas SUT Years Experience:
Relevant Certifications / Licenses:
Percentage of Time Dedicated:
Project Manager?
(Yes / No):
Name (Person 4): Title / Role on this Engagement:
Total Years Experience:
Texas SUT Years Experience:
Relevant Certifications / Licenses:
Percentage of Time Dedicated:
Project Manager?
(Yes / No):
Name (Person 5): Title / Role on this Engagement:
Total Years Experience:
Texas SUT Years Experience:
Relevant Certifications / Licenses:
Percentage of Time Dedicated:
Project Manager?
(Yes / No):
Name (Person 6): Title / Role on this Engagement:
Total Years Experience:
Texas SUT Years Experience:
Relevant Certifications / Licenses:
Percentage of Time Dedicated:
Project Manager?
(Yes / No):
PROJECT MANAGER — BIOGRAPHY REQUIREMENT
Attach a professional biography for the proposed Project Manager immediately following this form. The biography must not exceed one (1) page and must address:
• Total years of Texas sales and use tax experience
• Specific experience with Texas Comptroller allocation and reallocation procedures
• Experience with Texas Chapter 451, 452, 460, or other transit authority clients
• Relevant professional certifications, licenses, or affiliations
• Representative engagements of similar scope
Note: Biographies for other proposed personnel may be included as supplemental material but are not required and will not be scored.
Certification:
The undersigned certifies that all personnel listed are available and have agreed to participate in this engagement as proposed. Substitution of key personnel requires prior written approval from DCTA per Section 7.2 of the Agreement.
Firm Legal Name:
Authorized Representative (Print) / Title:
Signature: Date:
| p1_name: |
| p1_title: |
| p1_yrs: |
| p1_sut: |
| p1_certs: |
| p1_time: |
| p1_pm: |
| p2_name: |
| p2_title: |
| p2_yrs: |
| p2_sut: |
| p2_certs: |
| p2_time: |
| p2_pm: |
| p3_name: |
| p3_title: |
| p3_yrs: |
| p3_sut: |
| p3_certs: |
| p3_time: |
| p3_pm: |
| p4_name: |
| p4_title: |
| p4_yrs: |
| p4_sut: |
| p4_certs: |
| p4_time: |
| p4_pm: |
| p5_name: |
| p5_title: |
| p5_yrs: |
| p5_sut: |
| p5_certs: |
| p5_time: |
| p5_pm: |
| p6_name: |
| p6_title: |
| p6_yrs: |
| p6_sut: |
| p6_certs: |
| p6_time: |
| p6_pm: |
| s_FirmLegal: |
| s_AuthRep: |
| s_Sig: |
| s_Date: |
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