Created on 01-24-2013

C. 
Communications and Information Technology 
 
 
1. 
The Parties understand and agree that access to communications technology is critical to 
the delivery of FC services.  Center will facilitate access to available technological support and/or 
infrastructure within the limits of County policies, procedures and ability. 
 
 
2. 
Center will allow FC access to the equipment necessary to network computers and 
maintain a reliable connection to the internet within the reasonable capability of the County as determined 
by County staff. 
 
D. Eligibility.  Eligible Clients will be those clients who reside in Travis County and make less than 
$50,000 per year for a family and less than $25,000 per year for an individual. 
 
E. Printing.  County will provide printing according to the schedule and requirements set forth in 
Attachment B, "Printing," as may reasonably be provided under the restrictions and other demands upon 
the County printing resources.  County will work with FC in providing the requested printing within the 
requested schedules and will make its best effort to meet those deadlines within County capabilities.  
County cannot guarantee each and every printing requirement will be done according to the specifics set 
forth, but will make its best effort to meet FC's needs in this area.  County expects to provide printed 
materials (247,960 images) under this Agreement valued at an amount not to exceed $6,000.00. 
 
FC RESPONSIBILITIES 
 
A. Services.  FC recognizes the value of the space and assistance offered by Center and agrees to 
provide services as follows: 
 
 
1. 
FC will prepare tax returns for all Eligible Clients requesting services as long as the type 
of return falls within the scope of FC volunteer training and as long as the Eligible Client meets the 
eligibility criteria set forth above. 
 
 
2. 
FC will hire a Tax Center Manager to work closely with the Center's staff and who will 
be responsible for maintaining the security of all spaces used by FC.  This Manager will be present at all 
times that FC services are being provided at the Center. 
 
 
3. 
FC will ensure that FC staff abides by the policies and procedures set forth by the County 
and the Center. 
 
 
4. 
FC will ensure that all FC personnel have the necessary qualifications to provide services 
and that all services are provided in a timely manner by qualified FC personnel who meet or exceed 
applicable training, licensing and regulatory and professional and ethical standards. 
 
 
5. 
FC will create and maintain records for Eligible Clients provided services under this 
Agreement including information on which FC relies to determine eligibility, records and reports as 
necessary to evaluate the effectiveness of the services provided under this Agreement and all other records 
related to performance under this Agreement as reasonably requested by County.  Such records shall be 
maintained for three (3) years, or until any issues, complaints or legal proceedings related to this 
Agreement are resolved, whichever is later.  County will be provided with copies of final reports of FC's 
performance under this Agreement showing, at a minimum, the number of Eligible Clients served, the 
service provided, the number of tax returns completed and filed, and the amount of refunds or credits 
requested and/or received on behalf of Eligible Clients.  County will be provided access to all records 
created and maintained pursuant to this Agreement. 
 
B. 
Buildings and Facilities Usage 
 
 
1. 
FC will cover the costs involved with any outlet, wiring or cabling installations in the 
computer room that are crucial to FC operations.  FC will provide County with a written request for such 
Created on 01-24-2013

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needs at least one week prior to beginning of services to enable County sufficient time to evaluate the 
request and provide FC with an invoice for the related costs, including any costs related to returning the 
facilities to previous condition after the end of this Agreement.  FC will provide payment to Travis County 
prior to the work being performed. 
 
 
2. 
FC will assure that all spaces utilized by FC are returned to their original conditions at the 
conclusion of each day. 
 
 
3. 
FC will assure that all equipment (tables and chairs) provided by Center is returned in the 
original/satisfactory condition, as determined by County, at the conclusion of operations under this 
Agreement. 
 
C. 
Marketing and Outreach Coordination 
 
 
 
1. 
FC will develop and provide the promotional materials (including print, indoor and 
outdoor signage, and web-based materials) to publicize the Community Tax Center program through the 
various channels offered by the Center.  FC will provide Center with copies of such materials sufficiently 
prior to beginning of services to allow County time to review and approve such materials and to make such 
materials available in the desired format. 
 
 
2. 
FC will recognize Travis County and Center as a community partner in promotional 
materials for the 2013 Tax Season. 
 
 
 
Created on 01-24-2013

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ATTACHMENT B 
 
PRINTING 
 
 
1. 
New 
volunteer 
training 
packet 
    $ 
 
 
113.76 
2. Returning Volunteer Training packets 
 
 
 
$     33.60 
3. 
Parameter 
Comparison 
     $ 
 
 
 
 
 
 
7.79 
4. 
ITIN 
Training 
Materials 
     $ 
 
 
100.98 
5. 
ITIN 
Resource 
Guide 
     $ 
 
 
 
 
17.32 
6. Volunteer Scheduling Software Instruction Guide   
 
$     29.92 
7. Volunteer Certification Instruction Guide   
 
 
$     44.98 
 
8. 
1040 
Levels 
page 
     $ 
 
 
 
 
35.67 
9. 
Intake 
Specialist 
Handbook 
    $ 
 
 
 
 
20.67 
10. Volunteer Philosophy, Bill of Rights, Job Description 
 
$     35.67 
11. 
Volunteer 
scripts 
     $ 
 
 
 
 
 
 
8.22 
12. It’s my first day checklist 
 
 
 
 
$     18.63 
13. 
Volunteer 
Sign-in 
Sheets 
    $ 
 
 
 
 
10.31 
14. Schedule C Initiative Training Materials  
 
 
$     35.62 
15. 
CTC 
General 
Flyer 
     $ 
 
 
334.00 
16. 
CTC 
Schedule      $ 
 
 
292.90 
17. 
ITIN 
Brochure      $ 
 
 
 
 
83.38 
18. ITIN Flyer 
 
 
 
 
 
 
$     67.20 
19. ASL Flyer 
 
 
 
 
 
 
$     68.80 
20. FAFSA Flyer  
 
 
 
 
 
$     57.00 
21. 
Austin 
Creatives’ 
Day 
     $ 
 
 
 
 
66.00 
22. Client Sign-In Sheets   
 
 
 
 
$     49.72 
23. 
Processing 
and 
Tracking 
Envelope 
   $1,365.53 
24. 
Taxpayer 
Take-Home 
Envelope 
    $1,821.53 
25. Customer Satisfaction Sheet 
 
 
 
 
$   118.23 
26. 
Client 
Drop-off 
Sheets 
     $ 
 
 
 
 
15.84 
27. Make an appointment cards 
 
 
 
 
$     38.00 
28. 
FAFSA 
Intake 
forms 
     $ 
 
 
 
 
35.67   
 
  
 
TOTAL  
 
 
 
 
 
 
$5,926.94 
 
 
 
 
 
 
 
 
Created on 01-24-2013

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