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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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Reports in the portfolio of deliverables include but are not limited to: <br />• City/Agency Roll Summary Graph — 5 year history <br />• Top 40 Net Taxable Change History — summary <br />• Top 40 Value Change Listing — detailed history <br />• Category Summary Year to Year Growth- 2 year comparison <br />• Transfer of Ownership Summary <br />• Transfer of Ownership Listing <br />• Negative Value Change Parcels <br />• Median/Average Sales Price of Property Sales <br />• Comparison of Peak Sale Price to Current Sale Price <br />• Proposition 8 Historical Reductions & Potential Restorations <br />• City/Agency Roll Summary <br />• Tax Dollar Breakdown Graph <br />• Top Secured/Unsecured Property Owner/Taxpayer Summary Reports <br />Top 10, 25, 50, & 100 available <br />• Use Category Summary <br />• Revenue Calculation for City, Special Districts, Successor Agency <br />• Historical Revenue Reports 10, 20, 30 years <br />• General Fund Revenue Forecast Spreadsheet, General Fund and Special Districts <br />1-year <br />• 5 Year Property Tax Revenue Projection <br />• Residual Revenue Spreadsheet, Successor Agency <br />• Non -Residential New Construction- Gann Limit -Proposition 111 <br />• Bank Owned Property Listing <br />d. QUARTERLY REPORTING <br />The City is requesting a quarterly reporting on the city's secured and unsecured property <br />tax revenues and properties/businesses generating those revenues. Unlike sales tax data <br />which is released quarterly, secured and unsecured property values are set annually, <br />released once a year, and do not change until the next lien date. The data purchased <br />from Orange County includes the owner of property and not necessarily the Business <br />involved at the location. An unsecured record may include a business name and a secured <br />owner agy include a business name if the business owns and occupies that location <br />where business personal property is also located. More commonly an owner of a <br />commercial secured parcel is not the business located at the situs where the parcel is <br />located. The quarterly reports provided by HdLCC include updates relating to appeal <br />filings, transfers of ownership within the city and other cities in the county and trending <br />Page 118 <br />
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