File #: 19-0693    Name: Hinderliter de Llamas Agreement FY2019-20
Type: General Agenda Item Status: Passed - Auditor-Controller's Office
File created: 9/4/2019 In control: Board of Supervisors
On agenda: 9/17/2019 Final action: 9/17/2019
Title: a. Approve and authorize the Auditor-Controller to execute an Agreement with Hinderliter de Llamas & Associates for sales, use and transaction tax related services for an initial term of July 1, 2019 to June 30, 2020 and a not to exceed amount of $75,000; and b. Approve and authorize the Auditor-Controller to execute three (3) future Fiscal Year amendments that do not exceed a five percent (5%) increase in set annual cost and do not significantly alter the scope of services; and c. This Agreement takes the aggregate amount for this Vendor over $100,000.
Attachments: 1. Board Report, 2. Hinderliter de Llamas & Assoc Agreement FY2019-20, 3. Completed Board Order Item No. 29
Related files: 23-470, 22-709, 21-645
Title
a. Approve and authorize the Auditor-Controller to execute an Agreement with Hinderliter de Llamas & Associates for sales, use and transaction tax related services for an initial term of July 1, 2019 to June 30, 2020 and a not to exceed amount of $75,000; and
b. Approve and authorize the Auditor-Controller to execute three (3) future Fiscal Year amendments that do not exceed a five percent (5%) increase in set annual cost and do not significantly alter the scope of services; and
c. This Agreement takes the aggregate amount for this Vendor over $100,000.


Report
RECOMMENDATION:
It is recommended that the Board of Supervisors:
a. Approve and authorize the Auditor-Controller to execute an Agreement with Hinderliter de Llamas & Associates for sales, use and transaction tax related services for an initial term of July 1, 2019 to June 30, 2020 and a not to exceed amount of $75,000; and
b. Approve and authorize the Auditor-Controller to execute three (3) future Fiscal Year amendments that do not exceed a five percent (5%) increase in set annual cost and do not significantly alter the scope of services; and
c. This Agreement takes the aggregate amount for this Vendor over $100,000.

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 ACO is requesting authorization to enter into an Agreement with HdL for FY2019-20 with an option for three (3) future amendments. The cost for HdL se...

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