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File #: 22-660    Version: 1 Name:
Type: Resolution Status: Passed
File created: 8/29/2022 Departments: BOARD OF SUPERVISORS
On agenda: 9/13/2022 Final action: 9/13/2022
Title: Adopt a resolution authorizing an agreement with Hinderliter, de Llamas and Companies for tax auditing and consulting services in an amount not to exceed $1,000,000 for the term October 1, 2022 through June 30, 2025.
Attachments: 1. 20220913_r_Revised Resolution for County of San Mateo_FINAL 20220908.pdf, 2. 20220913_a_Hinderlifter, de Lamas and Companies.docx

Special Notice / Hearing:                         None__

      Vote Required:                         Majority

 

To:                      Honorable Board of Supervisors

From:                      Michael P. Callagy, County Executive

Subject:                      Agreement with Hinderliter, de Lamas and Companies

 

RECOMMENDATION:

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Adopt a resolution authorizing an agreement with Hinderliter, de Llamas and Companies for tax auditing and consulting services in an amount not to exceed $1,000,000 for the term October 1, 2022 through June 30, 2025.

 

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BACKGROUND:

The County of San Mateo has contracted with Hinderliter, de Llamas and Companies (HdL) to provide tax auditing and consulting services for over a decade.  These services are essential for the County to maximize sales and use tax revenues and ensure that sound practices are used to project sales and use tax for budgeting purposes.

 

The latest agreement with HdL, which was amended several times, was for the term January 1, 2017 through June 30, 2022 in a total amount not to exceed amount of $1,000,000, was placed on the County’s Continuing Resolution through September 30, 2022. 

 

DISCUSSION:

The County Executive’s Office recently completed a Request for Proposals (RFP) process for these services, for which two agencies submitted proposals.  The Evaluation Committee, comprised of staff from the County Executive’s Office and the Controller’s Office, selected HdL to continue to provide these services. 

 

In order to release the County’s sales and use tax information to HdL, the California Department of Tax and Fee Administration requires that mandatory provisions in Section 7056 of the California Revenue and Taxation Code be included in the Agreement and Board Resolution.  Such provisions have been incorporated.  

 

FISCAL IMPACT:

The total amount of the agreement is $1,000,000 for the term October 1, 2022 through June 30, 2025.  Funding has been included in the Non-Departmental Services FY 2022-23 Adopted Recommended Budget and will be included in future budgets.