TO: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL
FROM: Javier Carcamo, Finance Director
PREPARED BY: Cynthia Rockwell, Purchasing & Contracts Coordinator
SUBJECT:
title
Approval of an Agreement with Hinderliter, de Llamas and Associates (HdL) for Sales Tax Recovery Services
end
RECOMMENDATION
recommendation
Approve a two-year Agreement with Hinderliter, de Llamas (HdL) for Sales Tax Recovery Services, retroactively approving the date of the Agreement to January 1, 2025;
Authorize the exemption from bidding requirements; and
Authorize the City Manager to execute the Agreement.
body
PRIOR ACTION/VOTE
On December 4, 2018, the City Council adopted Resolution No. 18-4012, authorizing a three-year Agreement with Hinderliter, de Llamas for sales tax recovery services from January 1, 2019, through December 31, 2022, with two (2) additional one (1) year terms (Vote: 3-0-2)1.
On January 15, 2019, the City Council adopted Resolution No. 19-4026 authorizing a First Amendment to the Agreement with Hinderliter de Llamas to increase the scope of services necessitated by expanding tax recovery services to include Measure T (Vote: 4-0-1)2.
On November 19, 2002, the City Council adopted Resolution No. 02-1107, authorizing examination of the City's sales and use tax records by Hinderliter, de Llamas, and Associates to perform sales tax recovery services on behalf of the City (Vote: 5-0)3.
CITY COUNCIL GOAL
Maintain a high performing organization that values fiscal sustainability, transparency, accountability and organizational efficiency.
BACKGROUND
HdL has provided sales tax recovery services to the City of Murrieta (City) since the first agreement was awarded on October 15, 2002. The services provided include economic analysis of the City's sales tax trends, sales tax revenue forecasting, and ongoing sales tax audit recovery services. These audit services identify allocation errors and report formula changes, generating previously unrealized tax i...
Click here for full text