HomeMy WebLinkAbout2023 CON HDL Coren & Cone, Inc. - Property Tax Consulting Services_Page_19DocuSign Envelope ID: 81972E7B-412A-4EFF-AB6F-OC4BAF717DD3
EXHIBIT A
Scope of Services: "Scope of Services" shall mean all of the Base Services specified in
Section 1.0, the Optional Services in Section 2.0, the Additional Services in Section 3.0,
or any other services rendered hereunder.
TRA: "Tax Rate Area" shall mean the area subject to the tax rate.
7.0 SCHEDULE OF PERFORMANCE
TIMELINE FOR DELIVERABLES
July/August
September 30
September/October
October
October -Feb
January
January/February
April
April/May
July
Ongoing
Data available for purchase from counties
Data available on HdLCC's web -based property tax application
Unsecured audits performed and forwarded to county assessor
Appeals quarterly updates emailed in counties where the data is available
ruary Delivery of preliminary property tax reports
Appeals quarterly updates emailed in counties where the data is available
General Fund Budget Projections
Appeals quarterly updates emailed in counties where the data is available
Final Books — Addendums emailed to clients
Appeals quarterly updates emailed in counties where the data is available
Secured Audits — City
Property sales reports
City and Successor Agency mid -year budget reviews and budget
projections
Analytical work at the request of clients
Monthly updates of database with property sale information
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