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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
Creation date
8/22/2023 9:22:23 AM
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City Clerk
Doc Type
Agenda Packet
Agency
Clerk of the Council
Item #
24
Date
1/19/2021
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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 <br />Allocation of Resources -General Strategy Conceptual Plan...... <br />10 <br />Tasks and Time Required........................................................ <br />11 <br />Objectives and Methodology................................................... <br />11 <br />Timeline for Property Tax Analysis and Audit Services ............. <br />12 <br />E <br />Scope of Work and Time of Performance -Secured and <br />Unsecured Tal Rolls <br />1. Source of Revenue............................................................. <br />13 <br />2. Related Services <br />Analysis and Identification of Misallocations .................. <br />14 <br />Delinquency Recovery and Prevention ........................... <br />16 <br />Combined Geo/GIS Based Revenue Information <br />Application.................................................................. <br />16 <br />Legislation Monitoring ................................................... <br />17 <br />3. Secured and Unsecured Property Tax Additional <br />Requirements <br />Property Tax Reporting .................................................. <br />17 <br />Quarterly Reporting....................................................... <br />18 <br />Property Tax Application/Export Fields ........................... <br />19 <br />Successor Agency 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 <br />Client References................................................................... <br />27 <br />F-2 <br />Client List............................................................................... <br />32 <br />F-3 <br />List of Terminated Agreements ................................................ <br />38 <br />G <br />Proposer Statement Attachment 2............................................ <br />39 <br />H <br />Company Information Form Attachment 3 ............................... <br />40 <br />I <br />Cost/Bid Proposal Form Attachment 6..................................... <br />41 <br />] <br />Proposer's Certification Form Attachment 7............................. <br />43 <br />K <br />Non -Collusion Affidavit Form Attachment 8............................. <br />44 <br />L <br />Non -Lobbying Certification Attachment 9................................. <br />46 <br />M <br />Non -Discrimination Certification Attachment 10....................... <br />47 <br />SAMPLE REPORTS.................................................................... <br />49 <br />Page 13 <br />
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