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February 5, 2024 <br />Gary Donaldson, CTP, Chief Financial Officer <br />Orange County, NC <br />PO Box 8181 <br />Hillsborough, NC 27278 <br />Dear Mr. Donaldson: <br />Sessions Consulting, Inc. appreciates the opportunity to present you with a proposal to increase your sales and <br />use tax claims for refund. We think you will agree that we offer the most comprehensive service at a very <br />competitive rate. We will work with you and your staff to ensure that you get the full amount of sales and use <br />tax refunds to which your county is entitled. <br />The purpose of this letter is to present our proposal for calculating and submitting your amended claims for <br />refund and providing follow-up services <br />AN AMENDED SALES AND USE TAX CLAIM FOR REFUND PROPOSAL FOR: <br />Orange County, North Carolina <br />Fiscal Years Ended 6/30/2021, 6/30/2022, and 6/30/2023 <br />Background <br />The North Carolina Revenue Laws entitle North Carolina's cities, towns, and counties to an annual refund of <br />North Carolina sales and use taxes paid. Orange County, NC qualifies for that refund and is interested in <br />maximizing their claims for refund while still allowing staff members time to continue with regular <br />responsibilities. <br />Objectives <br />The objectives will be  maximization of the amount refunded within the rules set forth by the Department of <br />Revenue with a minimum impact on human resources and time management, and  support regarding all NC <br />sales and use tax issues for the duration of the agreement. <br />Methods <br />Associates of Sessions Consulting, Inc. will review financial records of Orange County, NC including purchase <br />invoices, contractor statements, use tax payments, previously filed Claims for Refund and any other documents <br />deemed necessary by Sessions Consulting, Inc. and Mr. Gary Donaldson, CTP, Chief Financial Officer. <br />Information regarding additional North Carolina sales and use tax paid will be compiled in a database and as <br />part of the amended claim procedure. An associate of Sessions Consulting, Inc. will then enter the information <br />on the appropriate forms and submit to Mr. Donaldson for signature before mailing to the Department of <br />Revenue. In order to make a proper determination of tax paid to vendors and use tax due to NCDOR we will <br />need to review hard copies of paid bills. <br />Exhibit A <br />DocuSign Envelope ID: CD7D234E-91FA-4C6C-8147-F31B0D36CAE3