File #: 21-645    Name: Ratification, Renewal and Amendment No. 3 with Hinderliter de Llamas
Type: General Agenda Item Status: Passed - Auditor-Controller's Office
File created: 7/19/2021 In control: Board of Supervisors
On agenda: 7/27/2021 Final action: 7/27/2021
Title: a. Ratify execution by Auditor-Controller of Amendment No. 2 to the Agreement ("Agreement") with Hinderliter de Llamas & Associates for sales, use and transaction tax related services, extending the Agreement 1 year, for a revised full term of July 1, 2019 to June 30, 2021, and adding $61,115 for a revised total contract amount of $253,996; and b. Approve execution by the Auditor-Controller of a Renewal and Amendment No. 3 to the Agreement extending the Agreement 1 year, for a revised full term of July 1, 2019 to June 30, 2022, and adding $43,025 for a revised total contract amount of $297,021.
Attachments: 1. Board Report, 2. Completed BO & Agreement 19-20 2019.9.23, 3. Completed BO RES Amend No. 1, 4. Amendment No. 2 HdL FY 20-21, 5. Renewal and Amendment No. 3, 6. Completed Board Order Item No. 40
Related files: 19-0693, 22-709
Title
a. Ratify execution by Auditor-Controller of Amendment No. 2 to the Agreement ("Agreement") with Hinderliter de Llamas & Associates for sales, use and transaction tax related services, extending the Agreement 1 year, for a revised full term of July 1, 2019 to June 30, 2021, and adding $61,115 for a revised total contract amount of $253,996; and
b. Approve execution by the Auditor-Controller of a Renewal and Amendment No. 3 to the Agreement extending the Agreement 1 year, for a revised full term of July 1, 2019 to June 30, 2022, and adding $43,025 for a revised total contract amount of $297,021.

Report
RECOMMENDATION:
It is recommended that the Board of Supervisors:
a. Ratify execution by Auditor-Controller of Amendment No. 2 to the Agreement ("Agreement") with Hinderliter de Llamas & Associates for sales, use and transaction tax related services, extending the Agreement 1 year, for a revised full term of July 1, 2019 to June 30, 2021, and adding $61,115 for a revised total contract amount of $253,996; and
b. Approve execution by the Auditor-Controller of a Renewal and Amendment No. 3 to the Agreement extending the Agreement 1 year, for a revised full term of July 1, 2019 to June 30, 2022, and adding $43,025 for a revised total contract amount of $297,021.

SUMMARY:
The County Auditor-Controller's Office (ACO) provides oversight and coordination related to sales, use and transaction tax analysis and audits to ensure the County of Monterey receives its proper share of these revenues. For many years the ACO has contracted with Hinderliter de Llamas & Associates (HdL) for these services. HdL also provides ongoing data and analyses to support County staff in fiscal and economic planning and development. HdL represents most of the counties in California and the cities in Monterey County in this capacity. HdL actively interfaces with CSAC, SACA and Beacon Economics of California.

The cost for HdL services is a set cost of $6,600 per year plus 15% of all n...

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