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HdL Coren & Cone (HdLCC) annually purchases secured, unsecured and Board of Equalization <br />(BOE) tax roll data from Orange County and BOE respectively. This data is then updated with <br />purchased real estate data to reflect the most current owner of record, sale prices, deed <br />information and if necessary is used to complete the City parcel record with current situs and <br />mailing addresses. Sales history and current and historical appeal data are additional datasets <br />purchased to augment the Assessor's released data and made available in our web -based <br />property tax software. These additional datasets also provide reports for better understanding <br />changes to the property tax roll between release dates. All data necessary to update the <br />original lien date set from the Assessor and the procurement of the lien date rolls is purchased <br />by HdLCC and provided to the City as long as the contract remains in force. <br />2. Tasks and Time Required <br />Task <br />Staff <br />Annual <br />Hours <br />1 <br />Acquisition of data from the Assessor, Auditor <br />Controller and Clerk of the Board <br />Administrative <br />8 <br />2 <br />Data decoded and read into HdLCC system <br />Programmer <br />10 <br />3 <br />Post updated data set on Web -based HdLCC <br />Property Tax Portal <br />Programmer <br />g <br />5 <br />4 <br />Secured and unsecured audits performed <br />Administrative <br />16 <br />5 <br />Data Reconciliation and processing for <br />deliverables <br />Administrative <br />10 <br />6 <br />Print and prepare CD with reports. <br />Administrative, Programmer <br />5 <br />7 <br />Analyze information for meeting, prepare <br />newsletter, produce additional handouts, <br />prepare CD with reports <br />Principal <br />6 <br />8 <br />Update <br />monthlydatabase with sales transactions <br />Administrative <br />36 <br />9 <br />Revenue projections <br />Programmer, Admin, Principal <br />15 <br />10 <br />Residual Revenue Projections <br />Administrative, Principal <br />10 <br />11 <br />Addendum Report preparation <br />Administrative <br />10 <br />12 <br />Ongoing requests, software training, special <br />projects <br />Programmer, Admin, Principal <br />40 <br />13 <br />Legislative Updates <br />Administrative, Principal <br />g <br />Total Hours 179 <br />3. Objectives and Methodology <br />The methodology that the Company follows in identifying, correcting, and <br />recovering property tax errors includes the following: <br />Page 1 11 <br />