ESBD_508018_1777650039577_Final Official Responses to Questions RFQ 240m Independent Tax Examiners.docx

This document comprises official responses to bidder questions for Request for Qualifications (RFQ) No. 240m, issued by the Texas Comptroller of Public Accounts on April 17, 2026, to procure independent tax examination services. The Comptroller seeks qualified individuals and firms to conduct comprehensive tax compliance examinations, including sales and use tax and mixed beverage tax examinations. Written questions from potential respondents were due April 24, 2026, with official responses posted May 1, 2026. Statements of Qualifications must be submitted electronically by 2:00 p.m. Central Time on May 15, 2026. Mandatory orientation is scheduled for July 22-24, 2026, with the contract term running from September 1, 2026 through August 31, 2027, renewable for two optional one-year extensions. All work under state fiscal year 2027 must be completed by August 15, 2027.

Key eligibility requirements include a bachelor's degree with a minimum of 24 accounting hours including intermediate accounting and auditing, plus one year of Texas tax auditing or examination experience. Individuals or sole proprietors may receive up to $105,600 per state fiscal year, while firms with two or more examiners may receive up to $211,200 per fiscal year. Examination packages are valued at $70,400, $88,000, or $105,600, corresponding to estimated work hours of 1,280, 1,600, or 1,920 hours respectively, with payment issued in $10,000 increments upon successful completion and Comptroller acceptance. Critical disqualification factors include employment by the Comptroller within the preceding 12 months measured from the separation date to the RFQ due date, existing contracts renewed through August 31, 2027, and multiple submissions under different entity names. Contractors must maintain specified insurance coverages including a $25,000 Employee Dishonesty Bond, Workers Compensation Insurance, $100,000 Commercial General Liability Insurance, and $500,000 Professional Liability Insurance, with proof due August 1, 2026. No minimum number of examinations, contracts, or compensation is guaranteed, and the contract is contingent upon availability of adequate state funding.