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Item 24 - Approve Agreement with HdL Coren & Cone
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01/19/2021 Regular
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Item 24 - Approve Agreement with HdL Coren & Cone
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4/10/2024 2:08:02 PM
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City Clerk
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Agenda Packet
Agency
Clerk of the Council
Item #
24
Date
1/19/2021
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ATTACH MENT 5 <br />CLIENT REFERENCE FORM <br />Using the following format, please provide at five 5 client references for the services that you may <br />be supplying. <br />Name Hd L Coren & Cone <br />Contact Name: Paula Cone Email: pcone@hdlccpropertytax.com <br />Name of Organization: City of Huntington Beach Phone: 714 536-5511 <br />Address: 2000 Main Street, Huntington Beach, CA 92648 <br />Agreement Manager:aahle Buiosan Email: dbulosan@surfcity-hb.org <br />Service dates: 1991- present <br />Summary of Work Organization Engaged In: Property Tax Audit, information and management <br />services, software use, budget forecasting, data provision, special project work and receipts <br />to levy analysis, annual report review with staff. <br />Amount of Agreement: $22,500 +$5,000 NTE audit recom of Agreement 5 years <br />Number of Client Staff Engaged: 11 Number of Locations 1 <br />PROVIDEDC. TYPES OF SERVICES <br />Indicate services that were provided: <br />Property tax audit and information services including annual secured and unsecured audits, <br />access tot the HdLCC Property Tax Web Application, revenue forecasting, reports, analytical <br />,nrviEes a d 01190iRg GQR5urt3tae^ <br />City of Santa Ana — Revenue Audding, Recovery, Reporting, Analysis, and Legislative/State Agency <br />Liaison and Implementation Monitoring Services <br />Request for Proposals No. 20-126 Page 22 <br />Getcher 1. 2020 <br />Page 129 <br />
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