Legislation Details

File #: A 26-323    Name: CAA Shared Systems MOU 5-year 2026-2031
Type: BoS Agreement Status: Passed
File created: 7/8/2026 In control: Board of Supervisors
On agenda: 8/18/2026 Final action: 8/18/2026
Title: a. Approve and authorize the County of Monterey, on behalf of the County Assessor or their designee to sign a Shared Systems Memorandum of Understanding (MOU) with the California Assessors’ Association and the California Board of Equalization to participate in a Statewide Network Group for information technology services, systems support, and maintenance services to support assessment functions for a retroactive five (5) year term of July 1, 2026 through June 30, 2031 in an amount not to exceed $15,000 per year for a total aggregate contract amount of not to exceed $75,000; and b. Approve and authorize the Assessor or their designee to execute amendments that do not adversely affect the County liability and/or extend the term of the MOU beyond June 30, 2031.
Attachments: 1. Board Report, 2. Shared Systems Memorandum of Understanding (MOU), 3. Completed Board Order Item No. 21, 4. Fully Executed Agreement - California Assessor's Association (CAA)
Title
a. Approve and authorize the County of Monterey, on behalf of the County Assessor or their designee to sign a Shared Systems Memorandum of Understanding (MOU) with the California Assessors’ Association and the California Board of Equalization to participate in a Statewide Network Group for information technology services, systems support, and maintenance services to support assessment functions for a retroactive five (5) year term of July 1, 2026 through June 30, 2031 in an amount not to exceed $15,000 per year for a total aggregate contract amount of not to exceed $75,000; and
b. Approve and authorize the Assessor or their designee to execute amendments that do not adversely affect the County liability and/or extend the term of the MOU beyond June 30, 2031.
Report
RECOMMENDATION:
It is recommended that the Board of Supervisors:
a. Approve and authorize the County of Monterey, on behalf of the County Assessor or their designee to sign a Shared Systems Memorandum of Understanding (MOU) with the California Assessors’ Association and the California Board of Equalization to participate in a Statewide Network Group for information technology services, systems support, and maintenance services to support assessment functions for a retroactive five (5) year term of July 1, 2026 through June 30, 2031 in an amount not to exceed $15,000 per year for a total aggregate contract amount of not to exceed $75,000; and
b. Approve and authorize the Assessor or their designee to execute amendments that do not adversely affect the County liability and/or extend the term of the MOU beyond June 30, 2031.

SUMMARY:
In 2004, the Board authorized the Assessor to sign a Joint Powers Agreement (JPA) for the creation of standard Data Records for the filing of annual Business Property Statements. In 2013, the Board authorized the Assessor’s participation in a second JPA to create, collect, store, and maintain electronic forms and data with the County and the State Board ...

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