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HdL COREN & CONE ("HdLCC")-2016
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HdL COREN & CONE ("HdLCC")-2016
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Last modified
2/28/2017 10:33:36 AM
Creation date
2/27/2017 1:35:40 PM
Metadata
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Template:
Contracts
Company Name
HdL COREN & CONE ("HdLCC")
Contract #
A-2016-296
Agency
Information Technology
Council Approval Date
2/7/2017
Expiration Date
2/6/2018
Insurance Exp Date
6/15/2017
Document Relationships
HDL COREN & CONE
(Amended By)
Path:
\Contracts / Agreements\H
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Shelli Miyashita — Analyst <br />Shelli Miyashita has been an analyst with HdL Coren & Cone since 1997. Her duties <br />have included the servicing of the HdLCC Comprehensive Annual Financial Report <br />packages and Documentary Transfer Tax Audits, in which she has recovered nearly $1 <br />million in misallocated or undistributed revenue. As an analyst, Shelli is primarily <br />responsible for tax increment projections, continuing disclosure analysis, collections <br />analysis and county apportionment analysis. Shelli has a Bachelor of Arts degree from <br />Boston University and a Master of Arts Degree from Alliant International University, <br />Mahea Villabroza -- Production Coordinator <br />Mahea Villabroza joined HdLCC in 2009 and worked first as a Production Assistant and <br />now as a Production Coordinator. Her day to day responsibilities include interface with <br />county staff to procure roll information, auditor's reports, appeals data and sales <br />information. Mahea is the staff person responsible for fulfilling CAFR orders as well as <br />report printing and production and many day to day client questions. . <br />John Davis — Audit Specialist <br />John David joined the HdL Companies in 2005. He worked originally as a field auditor <br />and then a border error specialist using property tax data to identify misallocated sales <br />tax accounts. He joined HdLCC as an Audit Specialist in 2013. John is responsible for all <br />secured, unsecured and cross reference audits performed. He communicates directly <br />with county staff to get misallocations corrected. John also performs audits on recent <br />annexations to ensure they have been correctly coded by the County. <br />Russell Vassar — IT <br />Russell Vassar joined the HdLCC in 2011. He is a computer science graduate from Cal <br />State Fullerton. Russell programs many of our client applications and works with the <br />rest of the IT department to import and validate our data. Russell also provides <br />technical support for our web -based property tax application and is our GIS data <br />expert. <br />Page 14 <br />
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