HomeMy WebLinkAbout2023 CON HDL Coren & Cone, Inc. - Property Tax Consulting Services_Page_13DocuSign Envelope ID: 81972E7B-412A-4EFF-AB6F-0C48AF717DD3
EXHIBIT A
SCOPE OF SERVICES
AND FEE SCHEDLUE
1.0 BASE SERVICES
The CONSULTANT shall perform all of the following duties as part of the Base Services
provided hereunder, unless otherwise specified in writing by the Contract Officer:
1.1 Analysis And Identification Of Misallocation Errors (Contingent
Fee)
(a) In the first year of this Agreement, and as necessary thereafter but
not less than once every five (5) years, CONSULTANT shall conduct an analysis to
identify and verify the CITY parcels on the secured Property Tax Roll which are not
properly attributed to a CITY, and will provide the correct TRA designation to the proper
County agency. Typical errors include parcels assigned to incorrect TRAs within the CITY
or an adjacent city, and TRAs allocated to wrong taxing agencies.
(b) CONSULTANT shall annually reconcile the annual auditor -
controller assessed valuations report to the assessor's lien_ date _ rolls and identify
discrepancies.
(c) CONSULTANT shall annually review parcels on the unsecured
Property Tax Roll to identify inconsistencies such as value variations, values being
reported to a mailing address rather than the situs address, and errors involving TRAs (to
the extent records are available).
(d) CONSULTANT may audit general fund or tax increment property
tax revenue or other revenues attributable to the CITY departments, districts, (including
but not limited to base year value audits; administration of tax sharing agreements; tax
increment allocation reviews; county allocation and payments reviews).
1.2 Annual Services (Fixed Fee)
Annually, after the Property Tax Roll is available:
(a) CONSULTANT shall establish a Data Base for CITY available
through CONSULTANT'S online property tax application
(b) Utilizing the Data Base, CONSULTANT will provide:
(1) A listing of the major property owners in the CITY,
including the assessed value of their property.
(2) A listing of the major property tax payers, including an
estimate of the property taxes.