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HDL COREN & CONE (2)
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HDL COREN & CONE (2)
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Last modified
2/1/2021 3:45:15 PM
Creation date
2/1/2021 3:33:59 PM
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Contracts
Company Name
HDL COREN & CONE
Contract #
A-2021-013
Agency
Finance & Management Services
Council Approval Date
1/19/2021
Expiration Date
1/31/2024
Insurance Exp Date
1/1/1900
Destruction Year
2029
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TABLE OF CONTENTS <br />C-1 Summary Sheet..................................................................... 4 <br />C-2 Personnel Assigned to Project ................................................ 5 <br />Qualifications for Key Staff ..................................................... 5 <br />C-3 Resumes for Management Contact and Project Manager......... 9 <br />D Allocation of Resources -General Strategy Conceptual Plan...... 10 <br />Tasksand Time Required........................................................ 11 <br />Objectivesand Methodology................................................... 11 <br />Timeline for Property Tax Analysis and Audit Services ............. 12 <br />E Scope of Work and Time of Performance -Secured and <br />Unsecured Tal Rolls <br />1. Source of Revenue............................................................. 13 <br />2. Related Services <br />Analysis and Identification of Misallocations .................. <br />14 <br />DelinquencyRecovery and Prevention ........................... <br />16 <br />Combined Geo/GIS Based Revenue Information <br />Application.................................................................. <br />16 <br />LegislationMonitoring ................................................... <br />17 <br />3. Secured and Unsecured Property Tax Additional <br />Requirements <br />PropertyTax Reporting .................................................. <br />17 <br />QuarterlyReporting....................................................... <br />18 <br />Property Tax Application/Export Fields ........................... <br />19 <br />SuccessorAgency Services ............................................. <br />21 <br />Review of Completed New Construction .......................... <br />23 <br />4. Analysis and Identification of Misallocated Revenue............ <br />23 <br />S. CAFR Statistical Reporting Package ..................................... <br />23 <br />6. On -Going Consultation........................................................ <br />24 <br />7. Supplemental Secured Property Tax Services <br />Direct Assessments — Severable Response ...................... <br />24 <br />Geographically Based Revenue Information Application <br />AdditionalRequirement...................................................... <br />26 <br />F-1 Client References................................................................... <br />27 <br />F-2 Client List............................................................................... <br />32 <br />F-3 List of Terminated Agreements ................................................ <br />38 <br />GProposer Statement Attachment 2............................................ <br />39 <br />H Company Information Form Attachment 3 ............................... <br />40 <br />I Cost/Bid Proposal Form Attachment 6..................................... <br />41 <br />1 Proposer's Certification Form Attachment 7............................. <br />43 <br />K Non -Collusion Affidavit Form Attachment 8............................. <br />44 <br />L Non -Lobbying Certification Attachment 9................................. <br />46 <br />M Non -Discrimination Certification Attachment 10....................... <br />47 <br />SAMPLE REPORTS <br />49 <br />.................................................................... <br />Page 13 <br />
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