Date: July 13, 2021
To: The Honorable Bruno Sabatier, Chairman, Lake County Board of Supervisors
From: Carol J. Huchingson, County Administrative Officer
Subject: Approve First Amendment to the Agreement between County of Lake and Hinderliter, De Llamas and Associates (HDL) for Sales Tax Audit and Information Services and Authorize the Chair to Sign
Executive Summary:
On April 7, 1998, your Board approved a long-term contract between the County of Lake and Hinderliter, De Llamas and Associates (HDL) for sales tax audit and information services. Under the current contract, compensation is equal to 15% of all new Sales and/or Use tax revenue received as a result of audit and recovery work performed.
HDL has served Lake County well in the years since. For example, over the past five years, we have received an average of $26,000 in added sales tax revenue resulting from the efforts of HDL with corresponding contract payments to HDL averaging just under $4,000. HdL is a pioneer and leader of auditing, operations, and revenue solutions for public agencies, partnering with over 500 government agencies in 11 states.
Pursuant to the original contract, we also had the option to add a monthly service consisting of ongoing reports and analysis of sales tax revenue but at the time we chose not to purchase that service. The proposed amendment to the contract will add sales tax and economic analysis services as well as allocation audit and recovery services as specified in Exhibit A. The compensation for these services is $450 per month.
Given the long-term nature of the agreement, Board approval is needed for this amendment.
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