HdL COREN & CONE ("HdLCC")-2016 - Laserfiche WebLink

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3. Objectives and Methodology The methodology that the Company follows in identifying, correcting and recovering property tax errors includes the following: Task I Establishment of county data set and reconcile the annual auditor - controller assessed valuation report to the assessor's lien date rolls and identify discrepancies Task II Identify and correct errors through the performance of secured parcel audit and unsecured review where addresses are available. Task III Prepare reports, review and analyze the data in preparation to meet with City staff to discuss year to year changes and trending. Task IV Ongoing analysis, appeal updates, transfer of ownership updates, remittance advice review, budget projections HdL Coren & Cone has ample staff to devote to the tasks required in this request for qualifications. Our knowledgeable staff will be assigned to ensure that the deadlines for deliverables are met and that requests placed by City staff are handled expeditiously. 4. Timeline for Property Tax Analysis and Audit Services: • County assessment rolls are purchased annually in July. • The property data program will be available for access via the internet within 30 days of the execution of the agreement. Parcel data will be updated monthly to include the most current ownership information due to parcel transfers. • The secured audits for the City will be completed and submitted to the County Assessor for corrective action within 90 days of receipt of county rolls. The audit and timing is contingent upon City providing the requested map(s). The City will receive file copies of submittals simultaneous with submissions to the County Assessor. • Data collection from the County Assessor's and Auditor Controller's offices for reports is performed in August and September each year and preliminary reports will be delivered to the City prior to the end of November annually. Preliminary reports will include estimates of tax increment revenue for the fiscal year that is estimated as being available for the January 2 and June 1 allocations to the Successor Agency by the Auditor Controller. Page 19