Council Meeting: December 19, 2000 Santa
Monica, California
To: Mayor
and Council Members
From: City Staff
Subject: Recommendation to Extend the term Professional Services
Contract with HdL Coren & Cone to Conduct Property Tax Auditing and Tax
related Services to the City
INTRODUCTION
This report recommends that the City
Council authorize the City Manager to negotiate and execute a contract with the
consulting firm of HdL Coren and Cone to continue providing property tax audit
and property tax related services for an additional year and a half.
BACKGROUND
On October 28, 1997, the City
Council authorized the City Manager to negotiate and execute a contract with
HdL Coren & Cone to provide Property Tax auditing and property tax related
services. HdL was selected through a Request For Proposal (RFP) process. HdL responded to the RFP along with two
other firms. HdL was recommended
because it had substantial experience with similar work plans, and their fee
schedule was most competitive. The City
contracted for property tax services from HdL Coren & Cone on December
26,1997 under contract # 6821 CSS. The
terms of the contract provided for an initial one-year term with the City
having the option of renewing the contract for an additional two-year
period. On December 10, 1998, the City
exercised its option to renew the contract and extended it to December 26,
2000.
DISCUSSION
HdL has provided services to both
the City and Redevelopment Agency. To date, some of the consulting services
they have provided include generating the Annual Property Tax Reports for all
tax districts including the four redevelopment project areas, Property Tax
Audit Report, assessment appeal information,
reconciliation of the Annual Auditor-Controller Assessed Valuations
Report with the tax rolls and various other services in accordance with the
scope of services as outlined in the existing contract. In addition, they provide the City with a
database for all City parcels, which is updated quarterly and created a program
for statutory pass-through payments to other taxing entities. Their continued
services are necessary to both the Finance and Resource Management departments
in monitoring and projecting both property tax and tax increment revenues for
current and future fiscal years for the City and the Redevelopment Agency. Their work has been accurate and timely and
staff believes that it is in the best interests of the City and the
Redevelopment Agency to continue their association.
BUDGET/FINANCING IMPACT
Currently, a total of $15,271 is
available in account number 01264.555060.76027W through fiscal year 2000/01
under the existing contract. This
should be sufficient to cover the anticipated services to be provided through
fiscal year 2000/01. A total of $42,400
will be included in the 2001/02 budget to cover the remainder of the contract
extension through June 30, 2002.
RECOMMENDATION
Staff recommends that the City
Council authorize the City Manager to extend the term of Contract No. 6821
(CSS), to June 30, 2002.
Prepared by: Mike Dennis, Director
of Finance
Ralph Bursey, Treasurer
Jeff Mathieu, Director of Resource
Management
Tina Rodriguez, Redevelopment
Administrator
Martin Kennerly, Administrative Services
Officer