Created on 01-24-2013

ATTACHMENT A 
 
WORK STATEMENT 
 
 
PURPOSE   
 
The purpose of this Agreement is to set forth the terms under which FC will provide services of a 
Community Tax Center at the South Rural Community Center of Travis County during the 2013 tax 
season, with work continuing through the Agreement Term as set forth in Section 2.1 of this Agreement.  
FC aims to provide free income tax preparation services of the highest quality to hard-working 
economically disenfranchised residents of Travis County, and to provide outreach and education related to 
such service.  To protect the program's reputation as a quality tax preparation program, and to provide good 
stewardship of the investments of donors, supporters and volunteers, Foundation Communities and Travis 
County, through the facilities located at the South Rural Community Center, agree to act cooperatively in 
this endeavor under the terms set forth in this Agreement. 
 
GENERAL SERVICES - COMMUNITY TAX CENTER 
 
A project of Foundation Communities, the Community Tax Center program is supported by private, local 
and federal funds and in-kind resources to conduct outreach and provide free income tax filing assistance to 
eligible residents in Central Texas.  Support and technical assistance from the Internal Revenue Service 
enable FC to train and certify volunteer income tax preparers to provide these services at select locations 
throughout the Central Texas area.  FC program-wide goals for the 2013 tax season are as follows: 
 
- 
To serve families making less than $50,000 per year and individuals making less than 
$25,000 per year 
- 
To assist eligible clients in completing tax returns and claiming refunds and credits for 
the families and individuals served 
- 
To incorporate the use of tax refunds into an over-all asset-building strategy 
- 
To ensure the highest quality of income tax preparation 
- 
To provide stellar customer service and support, and 
- 
To obtain data integral to program evaluation, planning and resource development 
 
FC relies on over 600 IRS-Certified volunteer preparers to help residents meet their federal tax filing 
obligations, claim all refunds and tax credits to which they are entitled and to save money on tax 
preparation fees.  FC will ensure that all individuals providing these services will be appropriately trained 
and certified. 
 
FC agrees to maintain confidentiality of all eligible client information gathered in the provision of services 
under this agreement. 
 
COUNTY SOUTH RURAL COMMUNITY CENTER'S RESPONSIBILITIES 
 
A. 
Building and Facilities Access 
 
 
1. 
South Rural Community Center ("Center") will be open during specified hours for free 
income tax preparation services on or about January 22, 2013, and will remain open and available during 
those hours for free tax preparation services through April 15, 2013. 
 
 
 
2. 
Center agrees to provide FC use of the Activity Room for tax preparation, client intake 
and a waiting area without charge to FC.  The facilities shall be used for tax preparation, client intake and 
as a waiting area only. 
 
Created on 01-24-2013

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3. 
The facilities will be available for regular use by FC during the normal weekday hours of 
Center operation.  In addition, the Center will be available to FC on Saturdays from 9:00 a.m. to 4:00 p.m. 
during the term of this Agreement. 
 
 
 
 
 
 
4. 
Center will provide chairs and tables, as needed and as available, for use in the above 
mentioned space.  
 
5. 
Center will provide access to a secured storage area for tax preparation supplies and 
additional laptops provided by FC.  FC will be responsible for ensuring the storage of supplies and 
equipment in the secured space provided when not in use, and understands and agrees that County is not 
responsible or liable in any way for such supplies and equipment, and does not guarantee the safety or 
security of any such equipment or supplies. 
 
 
6. 
FC understands that special events may render the designated spaces unavailable on 
certain days during the 2013 tax season.  Center will promptly notify FC about days the space will not be 
available, and, when possible, provide other space.  If other space is not available, services will not be 
provided on those days. 
 
 
7. 
Holidays.  Center's facilities will not be available for use on the following County 
holidays: 
 
 
 
 
 
Martin Luther King, Jr. Day 
January 21, 2013 
 
 
Presidents' Day    
 
February 18, 2013 
 
 
8. 
Center will allow FC staff reasonable access during normal business hours to the above 
referenced spaces to set up and test computer equipment, networks, and to coordinate set-up and closing 
procedures and post signage.  FC will make prior arrangements with Center's staff as to the specific dates 
and times for such access. 
 
 
9. 
Center will give FC approximately one week, or through April 30, 2013, to withdraw all 
FC equipment and supplies upon the conclusion of the 2013 Tax Season. 
 
B. 
Marketing/Outreach Support.   County will assist FC in promoting services provided under this 
Agreement prior to and during the 2013 Tax Season as follows: 
 
 
1. 
Center will provide education as determined by Center to clients about the FC program.  
  
 
2. 
Center will work with the FC Outreach and Education Coordinator to promote the CTC 
program to the local community within the policies and procedures of County. 
 
 
3. 
Center will allow FC to display mobile/temporary signage of FC within and outside the 
building on County property.  Such signage will include banners, posters, and small signs staked only on 
County property.  Center's staff will be provided copies of all such signage and FC will receive approval 
prior to posting.  
 
 
4. 
County understands that FC will be seeking program sponsors to defer the costs of 
providing free tax preparation services and agrees to allow temporary/mobile signage on the County 
premises for these sponsors within County policy and procedure limits, and with previous approval by 
County of those signs. 
 
 
5. 
County will provide interpreters for deaf and hard of hearing clients within the capacity 
of County budget, as determined by County.  FC will provide County with information concerning 
appointments where such services will be needed in advance of such appointments.  Interpreters will be 
provided by County as available.  It is expected that County will provide interpreter services with an 
estimated value of $ 13,000.00. 
 
Created on 01-24-2013

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