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Agmt12 White Nelson Diehl Evans LLP
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Agmt12 White Nelson Diehl Evans LLP
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Last modified
11/20/2012 8:47:06 AM
Creation date
11/20/2012 8:47:05 AM
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Agreement
Contractor Name
White Nelson Diehl Evans LLP
PROJECT NAME
Tax consultation services regarding City's annual leave Buy Back program
RMP File Number
304.5
Date
11/16/2012
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EXHIBIT "A" <br /> SCOPE OF SERVICES <br /> White Nelson Diehl Evans LLP (Consultant) will provide tax consultation services to the City with <br /> regard to the City's Annual Leave Buy Back Programs which include sick leave, comp time, <br /> administrative leave, and in-lieu hours buyback, and will provide a Tax Opinion Letter thereon. <br /> The scope of services will include: <br /> • An Entrance Conference by phone with key City officials and employees <br /> • Phone interviews of City official and employees,as necessary <br /> • Review of documents supporting the applicable leave buy back programs, including MOUs, plan <br /> documents,etc. <br /> • Review of payroll forms used for employee elections and salary reduction agreements <br /> • Research of the tax consequences of applicable fringe benefit programs <br /> • Preparation of a Confidential Tax Opinion Letter, setting forth our opinion if the City's current tax <br /> treatment is in accordance with federal and California law, and any recommendations that we have for <br /> changes in policies and procedures <br /> • An Exit Conference with City officials by phone, if necessary. <br /> Our not-to-exceed fee on this engagement will be $5,000.00. The fee will be based on the <br /> following hourly billing rates: <br /> Craig Spraker, Engagement Partner $300.00 <br /> William S. Morgan, Principal 250.00 <br /> Tax Managers 200.00 <br /> Tax Supervisor 175.00 <br /> City Attorney Approved Version#05.22.01 <br /> 5 <br />
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