HomeMy WebLinkAboutHdL Coren & Cone - 2013-12-100, > CONTRACTS SUBMITTAL TO
___- --_-- CITY CLERK'S OFFICE
To: JOAN FLYNN, City Clerk
Name of Contractor: HdL Coren & Cone
Purpose of Contract: For Example: Audit Services or Water Quality Testing Huntington Lake — Huntington Central Park
Property Tax Audit -and Compliance Services
Amount of Contract: $97,500
Copy of contract distributed to: The original insurance ce g icate/waiver distributed
to Risk Management
Initiating Dept. ❑
Finance Dept. ORIGINAL bonds sent to Treasurer ❑
Date:
Name/Extension
City Attorney's Office
G:AttyMisc/Contract Forms/City Clerk Transmittal
PROFESSIONAL SERVICES CONTRACT BETWEEN
THE CITY OF HUNTINGTON BEACH AND
HDL COREN & CONE
FOR
PROPERTY TAX AUDIT AND COMPLIANCE SERVICES
THIS AGREEMENT ("Agreement") is made and entered into by and between the
City of Huntington Beach, a municipal corporation of the State of California, hereinafter
referred to as "CITY," and HDL COREN & CONE, a California Corporation hereinafter
referred to as "CONSULTANT."
WHEREAS, CITY desires to engage the services of a consultant to provide
property tax auditing, compliance, and recovery services; and
Pursuant to documentation on file in the office of the City Clerk, the provisions of
the Huntington Beach Municipal Code, Chapter 3.03, relating to procurement of
professional service contracts have been complied with; and
CONSULTANT has been selected to perform these services,
NOW, THEREFORE, it is agreed by CITY and CONSULTANT as follows:
1. SCOPE OF SERVICES
CONSULTANT shall provide all services as described in Exhibit "A,"
which is attached hereto and incorporated into this Agreement by this reference. These
services shall sometimes hereinafter be referred to as the "PROJECT."
CONSULTANT hereby designates Paula Cone who shall represent it and
be its sole contact and agent in all consultations with CITY during the performance of this
Agreement.
agree/ surfnet/professional svcs 50 to 100
10/12 1 of 11
2. CITY STAFF ASSISTANCE
CITY shall assign a staff coordinator to work directly with CONSULTANT
in the performance of this Agreement.
3. TERM; TIME OF PERFORMANCE
Time is of the essence of this Agreement. The services of CONSULTANT
are to commence on December 10, 2013 (the "Commencement Date"). This Agreement
shall automatically terminate three (3) years from the Commencement Date, unless
extended or sooner terminated as provided herein. All tasks specified in Exhibit "A" shall
be completed no later than Three (3) Years from the Commencement Date. The time for
performance of the tasks identified in Exhibit "A" are generally to be shown in Exhibit
"A." This schedule may be amended to benefit the PROJECT if mutually agreed to in
writing by CITY and CONSULTANT.
In the event the Commencement Date precedes the Effective Date,
CONSULTANT shall be bound by all terms and conditions as provided herein.
4. COMPENSATION
In consideration of the performance of the services described herein, CITY
agrees to pay CONSULTANT on a time and materials basis at the rates specified in
Exhibit "1B," which is attached hereto and incorporated by reference into this Agreement,
a fee, including all costs and expenses, not to exceed Ninety -Seven Thousand, Five
Hundred Dollars ($97,500).
5. EXTRA WORK
In the event CITY requires additional services not included in Exhibit "A"
or changes in the scope of services described in Exhibit "A," CONSULTANT will
undertake such work only after receiving written authorization from CITY. Additional
agree/ surfnet/professional svcs 50 to 100
10/12 2 of 11
compensation for such extra work shall be allowed only if the prior written approval of
CITY is obtained.
6. METHOD OF PAYMENT
CONSULTANT shall be paid pursuant to the terms of Exhibit "B."
7. DISPOSITION OF PLANS, ESTIMATES AND OTHER DOCUMENTS
CONSULTANT agrees that title to all materials prepared hereunder,
including, without limitation, all original drawings, designs, reports, both field and office
notices, calculations, computer code, language, data or programs, maps, memoranda,
letters and other documents, shall belong to CITY, and CONSULTANT shall turn these
materials over to CITY upon expiration or termination of this Agreement or upon
PROJECT completion, whichever shall occur first. These materials may be used by CITY
as it sees fit.
8. HOLD HARMLESS
CONSULTANT hereby agrees to protect, defend, indemnify and hold
harmless CITY, its officers, elected or appointed officials, employees, agents and
volunteers from and against any and all claims, damages, losses, expenses, judgments,
demands and defense costs (including, without limitation, costs and fees of litigation of
every nature or liability of any kind or nature) arising out of or in connection with
CONSULTANT's (or CONSULTANT's subcontractors, if any) negligent (or alleged
negligent) performance of this Agreement or its failure to comply with any of its
obligations contained in this Agreement by CONSULTANT, its officers, agents or
employees except such loss or damage which was caused by the sole negligence or willful
misconduct of CITY. CONSULTANT will conduct all defense at its sole cost and expense
and CITY shall approve selection of CONSULTANT's counsel. This indemnity shall
agree/ surfnet/professional svcs 50 to 100
10/12 3 of 11
apply to all claims and liability regardless of whether any insurance policies are applicable.
The policy limits do not act as limitation upon the amount of indemnification to be
provided by CONSULTANT.
9. PROFESSIONAL LIABILITY INSURANCE
CONSULTANT shall obtain and furnish to CITY a professional liability
insurance policy covering the work performed by it hereunder. This policy shall provide
coverage for CONSULTANT's professional liability in an amount not less than One
Million Dollars ($1,000,000.00) per occurrence and in the aggregate. The above -
mentioned insurance shall not contain a self -insured retention without the express written
consent of CITY; however an insurance policy "deductible" of Ten Thousand Dollars
($10,000.00) or less is permitted. A claims -made policy shall be acceptable if the policy
further provides that:
A. The policy retroactive date coincides with or precedes the initiation
of the scope of work (including subsequent policies purchased as
renewals or replacements).
B. CONSULTANT shall notify CITY of circumstances or incidents
that might give rise to future claims.
CONSULTANT will make every effort to maintain similar insurance during
the required extended period of coverage following PROJECT completion. If insurance is
terminated for any reason, CONSULTANT agrees to purchase an extended reporting
provision of at least two (2) years to report claims arising from work performed in
connection with this Agreement.
If CONSULTANT fails or refuses to produce or maintain the insurance
required by this section or fails or refuses to furnish the CITY with required proof that
agree/ surfnet/professional svcs 50 to 100
10/12 4 of I I
insurance has been procured and is in force and paid for, the CITY shall have the right, at
the CITY's election, to forthwith terminate this Agreement. Such termination shall not
effect Consultant's right to be paid for its time and materials expended prior to notification
of termination. CONSULTANT waives the right to receive compensation and agrees to
indemnify the CITY for any work performed prior to approval of insurance by the CITY.
10. CERTIFICATE OF INSURANCE
Prior to commencing performance of the work hereunder, CONSULTANT
shall furnish to CITY a certificate of insurance subject to approval of the City Attorney
evidencing the foregoing insurance coverage as required by this Agreement; the certificate
shall:
A. provide the name and policy number of each carrier and policy;
B. state that the policy is currently in force; and
C. shall promise that such policy shall not be suspended, voided or
canceled by either party, reduced in coverage or in limits except
after thirty (30) days' prior written notice; however, ten (10) days'
prior written notice in the event of cancellation for nonpayment of
premium.
CONSULTANT shall maintain the foregoing insurance coverage in force
until the work under this Agreement is fully completed and accepted by CITY.
The requirement for carrying the foregoing insurance coverage shall not
derogate from CONSULTANT's defense, hold harmless and indemnification obligations as
set forth in this Agreement. CITY or its representative shall at all times have the right to
demand the original or a copy of the policy of insurance. CONSULTANT shall pay, in a
prompt and timely manner, the premiums on the insurance hereinabove required.
agree/ surfnet/professional svcs 50 to 100
10/12 5 of 11
11. INDEPENDENT CONTRACTOR
CONSULTANT is, and shall be, acting at all times in the performance of
this Agreement as an independent contractor herein and not as an employee of CITY.
CONSULTANT shall secure at its own cost and expense, and be responsible for any and
all payment of all taxes, social security, state disability insurance compensation,
unemployment compensation and other payroll deductions for CONSULTANT and its
officers, agents and employees and all business licenses, if any, in connection with the
PROJECT and/or the services to be performed hereunder.
12. TERMINATION OF AGREEMENT
All work required hereunder shall be performed in a good and workmanlike
manner. CITY may terminate CONSULTANT's services hereunder at any time with or
without cause, and whether or not the PROJECT is fully complete. Any termination of this
Agreement by CITY shall be made in writing, notice of which shall be delivered to
CONSULTANT as provided herein. In the event of termination, all finished and
unfinished documents, exhibits, report, and evidence shall, at the option of CITY, become
its property and shall be promptly delivered to it by CONSULTANT.
13. ASSIGNMENT AND DELEGATION
This Agreement is a personal service contract and the work hereunder shall
not be assigned, delegated or subcontracted by CONSULTANT to any other person or
entity without the prior express written consent of CITY. If an assignment, delegation or
subcontract is approved, all approved assignees, delegates and subconsultants must satisfy
the insurance requirements as set forth in Sections 9 and 10 hereinabove.
agree/ surfnet/professional svcs 50 to 100
10/12 6 of 11
14. COPYRIGHTS/PATENTS
CITY shall own all rights to any patent or copyright on any work, item or
material produced as a result of this Agreement.
15. CITY EMPLOYEES AND OFFICIALS
CONSULTANT shall employ no CITY official nor any regular CITY
employee in the work performed pursuant to this Agreement. No officer or employee of
CITY shall have any financial interest in this Agreement in violation of the applicable
provisions of the California Government Code.
16. NOTICES
Any notices, certificates, or other communications hereunder shall be given
either by personal delivery to CONSULTANT's agent (as designated in Section 1
hereinabove) or to CITY as the situation shall warrant, or by enclosing the same in a sealed
envelope, postage prepaid, and depositing the same in the United States Postal Service, to
the addresses specified below. CITY and CONSULTANT may designate different
addresses to which subsequent notices, certificates or other communications will be sent by
notifying the other party via personal delivery, a reputable overnight carrier or U. S.
certified mail -return receipt requested:
TO CITY:
City of Huntington Beach
ATTN: Carol Molina Espinoza
2000 Main Street
Huntington Beach, CA 92648
agree/ surfnet/professional svcs 50 to 100
10/12
TO CONSULTANT:
HdL Coren & Cone
ATTN: Paula Cone
1340 Valley Vista Dr., Ste 200
Diamond Bar, CA 91765
7ofII
17. CONSENT
When CITY's consent/approval is required under this Agreement, its
consent/approval for one transaction or event shall not be deemed to be a consent/approval
to any subsequent occurrence of the same or any other transaction or event.
18. MODIFICATION
No waiver or modification of any language in this Agreement shall be valid
unless in writing and duly executed by both parties.
19. SECTION HEADINGS
The titles, captions, section, paragraph and subject headings, and descriptive
phrases at the beginning of the various sections in this Agreement are merely descriptive
and are included solely for convenience of reference only and are not representative of
matters included or excluded from such provisions, and do not interpret, define, limit or
describe, or construe the intent of the parties or affect the construction or interpretation of
any provision of this Agreement.
20. INTERPRETATION OF THIS AGREEMENT
The language of all parts of this Agreement shall in all cases be construed
as a whole, according to its fair meaning, and not strictly for or against any of the parties.
If any provision of this Agreement is held by an arbitrator or court of competent
jurisdiction to be unenforceable, void, illegal or invalid, such holding shall not invalidate
i
or affect the remaining covenants and provisions of this Agreement. No covenant or
provision shall be deemed dependent upon any other unless so expressly provided here.
As used in this Agreement, the masculine or neuter gender and singular or plural number
shall be deemed to include the other whenever the context so indicates or requires.
Nothing contained herein shall be construed so as to require the commission of any act
agree/ surfnet/professional svcs 50 to 100
10/12 8 of 11
contrary to law, and wherever there is any conflict between any provision contained herein
and any present or future statute, law, ordinance or regulation contrary to which the parties
have no right to contract, then the latter shall prevail, and the provision of this Agreement
which is hereby affected shall be curtailed and limited only to the extent necessary to bring
it within the requirements of the law.
21. DUPLICATE ORIGINAL
The original of this Agreement and one or more copies hereto have been
prepared and signed in counterparts as duplicate originals, each of which so executed shall,
irrespective of the date of its execution and delivery, be deemed an original. Each
duplicate original shall be deemed an original instrument as against any party who has
signed it.
22. IMMIGRATION
CONSULTANT shall be responsible for full compliance with the
immigration and naturalization laws of the United States and shall, in particular, comply
with the provisions of the United States Code regarding employment verification.
23. LEGAL SERVICES SUBCONTRACTING PROHIBITED
CONSULTANT and CITY agree that CITY is not liable for payment of any
subcontractor work involving legal services, and that such legal services are expressly
outside the scope of services contemplated hereunder. CONSULTANT understands that
pursuant to Huntington Beach City Charter Section 309, the City Attorney is the exclusive
legal counsel for CITY; and CITY shall not be liable for payment of any legal services
expenses incurred by CONSULTANT.
agree/ surfnet/professional svcs 50 to 100
10/12 9 of I I
24. ATTORNEY'S FEES
In the event suit is brought by either party to construe, interpret and/or
enforce the terms and/or provisions of this Agreement or to secure the performance hereof,
each party shall bear its own attorney's fees, such that the prevailing party shall not be
entitled to recover its attorney's fees from the nonprevailing party.
25. SURVIVAL
Terms and conditions of this Agreement, which by their sense and context
survive the expiration or termination of this Agreement, shall so survive.
26. GOVERNING LAW
This Agreement shall be governed and construed in accordance with the
laws of the State of California.
27. SIGNATORIES
Each undersigned represents and warrants that its signature hereinbelow has
the power, authority and right to bind their respective parties to each of the terms of this
Agreement, and shall indemnify CITY fully for any injuries or damages to CITY in the
event that such authority or power is not, in fact, held by the signatory or is withdrawn.
28. ENTIRETY
The parties acknowledge and agree that they are entering into this
Agreement freely and voluntarily following extensive arm's length negotiation, and that
each has had the opportunity to consult with legal counsel prior to executing this
Agreement. The parties also acknowledge and agree that no representations, inducements,
promises, agreements or warranties, oral or otherwise, have been made by that party or
anyone acting on that party's behalf, which are not embodied in this Agreement, and that
that party has not executed this Agreement in reliance on any representation, inducement,
agree/ surfnet/professional svcs 50 to 100
10/12 10 of 11
promise, agreement, warranty, fact or circumstance not expressly set forth in this
Agreement. This Agreement, and the attached exhibits, contain the entire agreement
between the parties respecting the subject matter of this Agreement, and supersede all prior
understandings and agreements whether oral or in writing between the parties respecting
the subject matter hereof.
29. EFFECTIVE DATE
This Agreement shall be effective on the date of its approval by the City
Attorney. This Agreement shall expire when terminated as provided herein.
IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be
executed by and through their authorized officers.
CONSULTANT,
[COMPANY NAMEI HdL Coren & Cone
By:
��G�1 .T Con1E
print name
ITS: (circle one) Chairman(residen ice President
AND
By: Vk 64 �1-. &A --
CITY OF HUNTINGTON BEACH,
a municipal corporation of the State of
California / ,
City Manager
INITIA ED AND PROVED:
Director of Finance
g1AQ.r1A) co R E "d APP , ED AS TO FORM:
print name
ITS: (circle one) Secr ary/Chie cial Officer/Asst. l\ � /�`'//�
Secretary — Treasure I ty Atto e
Date /2' /2• (3°
agree/ surfnet/professional svcs 50 to 100
10/12 11 of 11
EXHIBIT "A"
A. STATEMENT OF WORK: (Narrative of work to be performed)
See Attached - Exhibit A-1
B. CONSULTANT'S DUTIES AND RESPONSIBILITIES:
See Attached - Exhibit A-1
C. CITY'S DUTIES AND RESPONSIBILITIES:
The City's role is to provide a map with street names delineating City/Successor Agency
boundaries for use in auditing the secured property database. In addition any City annexations
which have been approved within the previous 2 fiscal years need to be reviewed to ensure
that the county has correctly coded the parcels with City tax rate areas.
D. WORK PROGRAM/PROJECT SCHEDULE:
TBD
EXHIBIT A
EXHIBIT A-1
Proposal for Property Tax Auditing Services
C. METHODOLOGY
City of Huntington Beach
HdL Coren & Cone annually purchases secured, unsecured and Board of Equalization (BOE) tax
roll data from Orange County and BOE respectively. This data is then updated with purchased
real estate data to reflect the most current owner of record, sale prices, deed information and
if necessary is used to complete the City parcel record with current situs and mailing addresses.
Sales history and current and historical appeal data are additional datasets purchased to
augment the Assessor's released data and made available on our web -based property tax
software. These additional datasets also provide reports for better understanding changes to
the property tax roll between release dates. All data necessary to update the original lien date
set from the Assessor and the procurement of the lien date rolls is purchased by HdLCC and
provided to the City as a part of this service.
EXHIBIT A-1
Proposal for Property Tax Auditing Services
Objectives and Methodology:
City of Huntington Reach
The methodology that HdL Coren & Cone follows in identifying, correcting and recovering
property tax errors includes the following:
Task I Establish city data from 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.
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.
• The final tax ratio percentages are available from the auditor controller's office annually
in February/March. Final reports will be prepared and delivered prior to the end of April
annually.
• Preparation of a General Fund Revenue Spreadsheet to assist the City in its budgeting
process will be provided annually in February. Reviews of Successor Agency revenue
EXHIBIT A-1
Proposal for Property Tax Auditing Services
City of Huntington Beach
allocations and residual revenue distributions will be conducted as requested by the
City/Successor Agency.
City Responsibilities:
The City's role is to provide a map with street names delineating City/Successor Agency
boundaries for use in auditing the secured property database. In addition any City annexations
which have been approved within the previous 2 fiscal years need to be reviewed to ensure
that the county has correctly coded the parcels with City tax rate areas.
Deliverables — Reports:
HdLCC furnishes a variety of reports detailing property and revenue trends for the entire City
and for custom defined geographic areas. These reports can be used for budgeting purposes,
planning, economic development and public information. Among the reports available are top
25, 50, 100-property owner/taxpayer listings, multiple ownership properties, non -owner
occupied parcels, identification of property ownership transfers and completed construction
projects for tracking of reassessments. We also provide the City with quarterly reports of
pending assessment appeals and quarterly sales transaction and trending analyses.
The secured and unsecured roll data is available annually from the County Assessor in
July/August. The lien date rolls are reconciled to the certified value reports received by the City
from the Auditor Controller in August and after verifying that the data reconciles, HdLCC
processes the property data. Discrepancies between the Assessor's and Auditor Controller's
data are researched and reported to the City.
The Orange County Auditor Controller's website has a comprehensive battery of reports that
detail the remittances received by the City with each apportionment. HdLCC has the ability to
reconcile the receipts to the levy (calculated taxes to be received) and point out areas of
deviation of receipts between tax years. This analysis can assist a City in budgeting where
specific tax revenues may not be recurring or where receipts in one year may be inflated or
reduced due to one-time aberrations.
The identification of escaping revenue through the use of property tax data has been a targeted
focus for HdLCC during the past 10 years. With the reduction of tax revenues through legislated
ERAF, cities, counties, agencies and special districts have been focusing on ways to increase the
limited resources already stretched thin. The unsecured roll contains property owners which,
when matched with a business license data set can be used to identify escaping revenues. For
instance, property leased to businesses in your jurisdiction is taxed to the lessor of the
property. We find that frequently, the lessors are not properly registered with a city business
license. When notified and properly licensed, these businesses will generate additional
revenue for the City.
EXHIBIT A-1 Proposol for Property Tax Auditing Services
City of Huntington Beach
The use of the secured roll will assist in identifying owners of rented residential, commercial, or
industrial properties that do not have a business license with the City should one be required.
HdLCC will provide the following reports based on the 2013-14 lien date rolls and will provide
the reports annually, quarterly or monthly as appropriate: Reports are also available from prior
years if needed.
Reports in the portfolio of deliverables include but are not limited to:
City/Agency Roll Summary Graph — 5 year history
Top 40 Net Taxable Change History — summary
Top 40 Value Change Listing — detailed history
• Category Summary Year to Year Growth - 2 year comparison
Transfer of Ownership Summary
Transfer of Ownership Listing
Negative Value Change Parcels
Median/Average Sales Price of Property Sales
• Comparison of Peak Sale Price to Current Sale Price
Proposition 8 Historical Reductions
City/Agency Roll Summary
Tax Dollar Breakdown Graph
Top Secured/Unsecured Property Owner/Taxpayer Summary Reports
Top 10, 25, 50, 100 available
• Use Category Summary
Revenue Calculation for City, Special Districts, Successor Agency
General Fund Spreadsheet, General Fund and Special Districts
Residual Revenue Spreadsheet, Successor Agency
Non -Residential New Construction- Gann Limit - Proposition 111
Foreclosure Data Reports
REO Report
SUCCESSOR AGENCY SERVICES including but not limited to:
Tax increment projections
Cash flow estimates for the Successor Agency by Project Area
Assistance with Recognized Obligation Payment Schedules (ROPS)
Assistance in providing property tax information for the taxing agencies receiving
property tax revenues from former Project Areas
Estimates of property tax revenues to be received by the taxing entities from former
Project Areas
Provide property tax information to the Oversight Board at the direction of the
Successor Agency
Provide access to the Oversight Board to City and former redevelopment agency
documents at the direction of the Successor Agency
EXHIBIT A-1 Proposal for Property Tax Auditing Services
City of Huntington Beach
Monitor the County distribution of Redevelopment Property Tax Trust Fund (RPTTF)
revenues, tax -sharing amounts to the City and taxing entities of the former
redevelopment agency and allocation of residual and other revenues
Coordinate with the Auditor -Controller the relationship between the tax -sharing, debt
service and other obligations of former redevelopment agency
Prepare as needed an assessment of resources available to the Successor Agency to
meet the long term obligations of the former redevelopment agency.
Assist the Successor Agency with data necessary for refunding bond issues for savings
Prior to their dissolution redevelopment agencies were the major beneficiaries of the $80
million HdLCC audit recovered because most of the corrections involved the miscoding of
parcels in a city's general fund that belonged in a redevelopment project area, and because all
of the tax increment went to the redevelopment agency. Recoveries for successor agencies
offer limited advantages to their cities. Audit recoveries provide the successor agency
additional revenue to wind down their obligations more quickly, and may add to the residual
distribution for all the taxing entities in project areas. The City, like the other taxing entities,
would receive its share of any residual payments after annual Redevelopment Obligation
Payments (ROPS). School districts would not benefit at all since additional residual payments
reduce the State backfill payments.
Given these circumstances most cities and successor agencies do not opt for property tax audits
of former redevelopment project areas. For cities there are opportunities to capture property
tax revenue incorrectly going to jurisdictions outside the city as well as former redevelopment
project areas. Under these circumstances our audit services are provided on a contingency
basis as described below. For successor agencies the audits will be performed as Additional
Services with the manner of payment to be determined upon authorization to proceed.
Analysis and Identification of Misallocation Errors
HdLCC has been auditing and monitoring property taxes for cities for 23 years. During that time
we have recovered more than $80 million of net property tax revenue for our client agencies.
Our ability to provide this service relies on information provided by county assessors, auditor -
controllers and tax collectors. We have limited success auditing some counties, including
Orange County, due to insufficient access to necessary data. We have described below the
limitations we face in complying with the requirements of this request for proposal.
Secured Audits
Upon approval of the contract, HdLCC will perform an analysis of the Secured Roll to identify all
parcels on the secured tax roll and verify that parcel assessed valuations and the resulting taxes
are correctly allocated to the City or Successor Agency. This analysis is accomplished through
the use of specialized computer software, assessor maps, city maps, GIS maps, city records,
other pertinent documents, and field investigations. The review will include the lien date
EXHIBIT A-1 Proposal for Property Tax Auditing Services
City of Huntington Beach
secured data for the 2013-14 tax year as well as historical data back to the 2010-11 tax year
after excluding previous audit misallocations identified by the City or its current contractor.
HdLCC has the technology, methodology and trained staff to analyze all secured parcels within
the City to identify costly errors resulting in the misallocation of property taxes. The Orange
County Assessor, beginning in the 2004-05 fiscal year, has determined that the situs addresses
on the secured tax roll are confidential information and has not included that field on the data
available for purchase. HdLCC has been purchasing data from Orange County for 22 years and
has been archiving situs address on properties during that time. Where a parcel number has
not changed, HdLCC has updated the address from previous rolls to complete the database. If
the parcels have been re -mapped and we can ascertain a direct relationship between the old
and new parcel, we have updated the address. New parcels added since 2004-05 do not have
addresses and unless the City has the ability to provide addresses by assessor's parcel number,
those properties may have no reported address.
HdLCC audits the secured and property records two ways: first reviewing the entire county to
find parcels miscoded to other jurisdictions; and second, reviewing the parcels within the city,
county or agency to ensure that each is coded to the appropriate taxing entity. To date, we
have the addresses associated with the secured. Our advanced technology, accuracy and track
record have placed us in a unique position to be hired by cities to find additional revenues after
audits have been performed by prior consultants. In addition, by filing audit results with the
County Assessor in a timely manner, we can assure that the repetitive errors from previous
years will not re -occur.
Unsecured Audits
The Orange County Assessor has always considered unsecured property addresses a
confidential field of information and therefore does not include this data on the lien date
database sold to outside purchasers. Addresses are a critical field of data required for auditing
unsecured property as it is reported based on situs address This makes performing reviews on
the unsecured (business property) a challenge because if the County fails to indicate where the
property is located as a field in their database, it is impossible to challenge its incorrect
assignment. If the City is able to acquire a file from the Assessor that includes addresses on the
unsecured roll, we will perform an unsecured review for misallocations and also check for
previous year errors.
EXHIBIT A-1
Proposal for Property Tax Auditing Services
City of Huntington Peach
WEB -BASED PROPERTY TAX SOFTWARE APPLICATION
The HdLCC web -based software application provides clients with a user-friendly tool to access
the City's property tax data. HdLCC provides monthly updates to reflect changes in ownership
and deed recordings. Assessment appeals data is updated quarterly. As modifications and
enhancements are made to the program, clients receive the enhanced version of the software
at no additional cost. The City will be granted a "site license" for the application, which does
not limit the number of users.
The software can be used to access secured, unsecured, cross reference, possessory interest,
mineral rights and SBE non -operating unitary tax rolls.
Property transfer information is updated monthly and the prior sales transactions are stored
with each record for reference. Filtering is available for Pre -Prop 13 owned properties, non -
owner occupied properties (absentee owners), specific focused uses, targeted values, and
selection of various other property characteristics. The database can be sorted by parcel
number, owner, situs address, county use code designation and tax rate area. Data can be
exported from the database to Excel, CSV, Text or Html to allow for further analysis through an
easy to use export feature. Custom exports are also available to link or integrate with city
building or code enforcement products.
Training will be provided annually at no additional cost to the client and HdLCC is available to
I
nswer questions, provide phone assistance or trouble shoot issues that arise between
scheduled training events.
EXHIBIT A-1 Proposal for Property Tax Auditing Services
City of Huntington Beach
:Delivering Revenue,
!Insight and Efciency, The Cit}/ Of HUntington BeaCh
to Local Government c1,107 parcels '
Parcel 024-153-25
a Use , 'CMSC'Comme'rcW COMMERCIAL MISCELLANEOUS
ner "CIM HUNTINGTON,LLCCD HUNTINGTON LLC P
Mall Name" -"; -"CIM HUNTINGTON LLC CIMcHUNTINGTON LLC
arceljype: I Page:
7,ninn Re9itrn:' (iinknawrnj
Summary of Features
• Search by Parcel, Use, owner or Site Address
• View sales history (seller, date, price & document)
• City/RDA revenue is calculated for each parcel
• View building/land characteristic data
• Build user defined custom data sub -sets (geos)
• Link to assessor parcel maps (Web)
• Print custom user defined reports
• Link to county parcel tax bill information (Web)
• Display parcel on Microsoft Virtual Earth (Web)
• Easy access to user help system
• Filter database on any one or a combination of fields
• View/search unsecured property records
• Print mailing labels with postal bar codes
• Monitor assessment appeals activity
• View 5 years of historical information on each secured
• Export data and link with other data sets
property
EXHIBIT A-1 Proposal for Property Tax Auditing Services
City of Huntington Beach
On -Going Consultation
HdLCC will serve as adjunct property tax staff to the City of Huntington Beach. All requests by
the City or other authorized consultants for information based upon the City's property tax data
sets are provided without additional costs. Requests for special reports and research beyond
the scope of the contract may entail additional fees.
Optional Services
Optional services, special reports, additional research or software programming required, and
special project engagements not included in the scope of services as outlined in this RFP for
which HdLCC may be engaged will be billed at a fixed hourly fee.
EXHIBIT B Proposal for Property Tax Auditing Services
City of Huntington Beach
MUNICIPAL PROPERTY TAX SERVICES
REQUEST FOR PROPOSALS ("RFP")
COST OF PROPOSAL
The City of Huntington Beach desires a three-year proposal. Describe your firm's fee schedule -
on an annual basis -for the following services. Show your costs in the table format shown
below.
SECTION I: Fixed Price Proposal
A. Basic Services
n_ . tnf4 in t%c CrnnP of Services.
Description of Services Provided
Year 1
Year 2
Year 3
Property Management and Data
$22,500
$22,500
$22,500
Services
(2) Detection, correction and recovery of misallocated property tax revenue for the
%. Ly VI 1IU11 t1115Lw'1 .+
Description of Services Provided
Year 1
Year 2
Year 3
Not to exceed
Not to exceed
Not to exceed
Audit Recovery
$10,000
$10,000
$10,000
SECTION II Fixed Price Proposal
-r _-1-1ee__, *� A in Crnno of iPrvirPC
M. r1 UV1�wr1 v1 UUM lFl
Description of Services Provided
Year 1
Year 2
Year 3
Optional Services outside of RFP
Fee schedule
Fee schedule
Fee schedule
scope of services, mutually agreed
below
below
below
to be performed after mutual
written authorization
B. If there are options and/or alternatives that have not been included in the wbL
proposal sections above, please provide for each such option/alternate the
following information:
(1) A detailed description of the option/alternate
(2) A full explanation of the rationale for not incorporating the work in the base
proposal.
(3) Detailed cost information for each option/alternate, in accordance with the cost
proposal requirements of the RFP.
Fee Schedule for optional services requested by City of HdLCC
Partner $225
Principal $195
Associate $150
Programmer $150
Senior Analyst $100
Analyst $ 65
Administrative $ 45
EXHIBIT "B"
Payment Schedule (Hourly Payment)
A. Hourly Rate
CONSULTANT'S fees for such services shall be based upon the following hourly rate and cost
schedule:
B. Travel Charges for time during travel are not reimbursable.
C. Billing
All billing shall be done monthly in fifteen (15) minute increments and matched to an
appropriate breakdown of the time that was taken to perform that work and who
performed it.
2. Each month's bill should include a total to date. That total should provide, at a glance,
the total fees and costs incurred to date for the project.
3. A copy of memoranda, letters, reports, calculations and other documentation prepared
by CONSULTANT may be required to be submitted to CITY to demonstrate progress
toward completion of tasks. In the event CITY rejects or has comments on any such
product, CITY shall identify specific requirements for satisfactory completion.
4. CONSULTANT shall submit to CITY an invoice for each monthly payment due.
Such invoice shall:
A) Reference this Agreement;
B) Describe the services performed;
C) Show the total amount of the payment due;
D) Include a certification by a principal member of CONSULTANT's firm that
the work has been performed in accordance with the provisions of this
Agreement; and
E) For all payments include an estimate of the percentage of work completed.
Upon submission of any such invoice, if CITY is satisfied that CONSULTANT is
making satisfactory progress toward completion of tasks in accordance with this
Agreement, CITY shall approve the invoice, in which event payment shall be made
within thirty (30) days of receipt of the invoice by CITY. Such approval shall not be
unreasonably withheld. If CITY does not approve an invoice, CITY shall notify
CONSULTANT in writing of the reasons for non -approval and the schedule of
performance set forth in Exhibit "A" may at the option of CITY be suspended until
the parties agree that past performance by CONSULTANT is in, or has been brought
into compliance, or until this Agreement has expired or is terminated as provided
herein.
1
Exhibit B
5. Any billings for extra work or additional services authorized in advance and in writing
by CITY shall be invoiced separately to CITY. Such invoice shall contain all of the
information required above, and in addition shall list the hours expended and hourly
rate charged for such time. Such invoices shall be approved by CITY if the work
performed is in accordance with the extra work or additional services requested, and if
CITY is satisfied that the statement of hours worked and costs incurred is accurate.
Such approval shall not be unreasonably withheld. Any dispute between the parties
concerning payment of such an invoice shall be treated as separate and apart from the
ongoing performance of the remainder of this Agreement.
2
Exhibit B
EXHIBIT "B"
Payment Schedule (Fixed Fee Payment)
1. CONSULTANT shall be entitled to monthly progress payments toward the fixed fee set
forth herein in accordance with the following progress and payment schedules.
2. Delivery of work product: A copy of every memorandum, letter, report, calculation and
other documentation prepared by CONSULTANT shall be submitted to CITY to demonstrate progress
toward completion of tasks. In the event CITY rejects or has comments on any such product, CITY
shall identify specific requirements for satisfactory completion.
3. CONSULTANT shall submit to CITY an invoice for each monthly progress payment
due. Such invoice shall:
A) Reference this Agreement;
B) Describe the services performed;
C) Show the total amount of the payment due;
D) Include a certification by a principal member of CONSULTANT's firm that the
work has been performed in accordance with the provisions of this Agreement;
and
E) For all payments include an estimate of the percentage of work completed.
Upon submission of any such invoice, if CITY is satisfied that CONSULTANT is making
satisfactory progress toward completion of tasks in accordance with this Agreement, CITY shall
approve the invoice, in which event payment shall be made within thirty (30) days of receipt of the
invoice by CITY. Such approval shall not be unreasonably withheld. If CITY does not approve an
invoice, CITY shall notify CONSULTANT in writing of the reasons for non -approval and the schedule
of performance set forth in Exhibit "A" may at the option of CITY be suspended until the parties agree
that past performance by CONSULTANT is in, or has been brought into compliance, or until this
Agreement has expired or is terminated as provided herein.
4. Any billings for extra work or additional services authorized in advance and in writing
by CITY shall be invoiced separately to CITY. Such invoice shall contain all of the information
required above, and in addition shall list the hours expended and hourly rate charged for such time.
Such invoices shall be approved by CITY if the work performed is in accordance with the extra work or
additional services requested, and if CITY is satisfied that the statement of hours worked and costs
incurred is accurate. Such approval shall not be unreasonably withheld. Any dispute between the
parties concerning payment of such an invoice shall be treated as separate and apart from the ongoing
performance of the remainder of this Agreement.
Exhibit B
EXHIBIT "B"
Payment Schedule (Hourly Payment)
A. Hourly Rate
CONSULTANT'S fees for such services shall be based upon the following hourly rate and cost
schedule:
See Attached
B. Travel. Charges for time during travel are not reimbursable
C. Billing
1. All billing shall be done monthly in fifteen (15) minute increments and matched to an
appropriate breakdown of the time that was taken to perform that work and who
performed it.
2. Each month's bill should include a total to date. That total should provide, at a glance,
the total fees and costs incurred to date for the project.
A copy of memoranda, letters, reports, calculations and other documentation prepared
by CONSULTANT may be required to be submitted to CITY to demonstrate progress
toward completion of tasks. In the event CITY rejects or has comments on any such
product, CITY shall identify specific requirements for satisfactory completion.
4. . CONSULTANT shall submit to CITY an invoice for each monthly payment due.
Such invoice shall:
A) Reference this Agreement;
B) Describe the services performed;
C) Show the total amount of the payment due;
D) Include a certification by a principal member of CONSULTANT's firm that
the work has been performed in accordance with the provisions of this
Agreement; and
E) For all payments include an estimate of the percentage of work completed.
Upon submission of any such invoice, if CITY is satisfied that CONSULTANT is
making satisfactory progress toward completion of tasks in accordance with this
Agreement, CITY shall approve the invoice, in which event payment shall be made
within thirty (30) days of receipt of the invoice by CITY. Such approval shall not be
unreasonably withheld. If CITY does not approve an invoice, CITY shall notify
CONSULTANT in writing of the reasons for non -approval and the schedule of
performance set forth in Exhibit "A" may at the option of CITY be suspended until
the parties agree that past performance by CONSULTANT is in, or has been brought
into compliance, or until this Agreement has expired or is terminated as provided
herein.
Exhibit B
Any billings for extra work or additional services authorized in advance and in writing
by CITY shall be invoiced separately to CITY. Such invoice shall contain all of the
information required above, and in addition shall list the hours expended and hourly
rate charged for such time. Such invoices shall be approved by CITY if the work
performed is in accordance with the extra work or additional services requested, and if
CITY is satisfied that the statement of hours worked and costs incurred is accurate.
Such approval shall not be unreasonably withheld. Any dispute between the parties
concerning payment of such an invoice shall be treated as separate and apart from the
ongoing performance of the remainder of this Agreement.
2
Exhibit B
EXHIBIT "B"
Payment Schedule (Fixed Fee Payment)
1. CONSULTANT shall be entitled to monthly progress payments toward the fixed fee set
forth herein in accordance with the following progress and payment schedules.
2. Delivery of work product: A copy of every memorandum, letter, report, calculation and
other documentation prepared by CONSULTANT shall be submitted to CITY to demonstrate progress
toward completion of tasks. In the event CITY rejects or has comments on any such product, CITY
shall identify specific requirements for satisfactory completion.
3. CONSULTANT shall submit to CITY an invoice for each monthly progress payment
due. Such invoice shall:
A) Reference this Agreement;
B) Describe the services performed;
C) Show the total amount of the payment due;
D) Include a certification by a principal member of CONSULTANT"s firm that the
work has been performed in accordance with the provisions of this Agreement;
and
E) For all payments include an estimate of the percentage of work completed.
Upon submission of any such invoice, if CITY is satisfied that CONSULTANT is making
satisfactory progress toward completion of tasks in accordance with this Agreement, CITY shall
approve the invoice, in which event payment shall be made within thirty (30) days of receipt of the
invoice by CITY. Such approval shall not be unreasonably withheld. If CITY does not approve an
invoice, CITY shall notify CONSULTANT in writing of the reasons for non -approval and the schedule
of performance set forth in Exhibit "A" may at the option of CITY be suspended until the parties agree
that past performance by CONSULTANT is in, or has been brought into compliance, or until this
Agreement has expired or is terminated as provided herein.
4. Any billings for extra work or additional services authorized in advance and in writing
by CITY shall be invoiced separately to CITY. Such invoice shall contain all of the information
required above, and in addition shall list the hours expended and hourly rate charged for such time.
Such invoices shall be approved by CITY if the work performed is in accordance with the extra work or
additional services requested, and if CITY is satisfied that the statement of hours worked and costs
incurred is accurate. Such approval shall not be unreasonably withheld. Any dispute between the
parties concerning payment of such an invoice shall be treated as separate and apart from the ongoing
performance of the remainder of this Agreement.
Exhibit B
PROFESSIONAL SERVICES CONTRACT BETWEEN
THE CITY OF HUNTINGTON BEACH AND
HDL COREN & CONE
FOR
PROPERTY TAX AUDIT AND COMPLIANCE SERVICES
Table of Contents
1
Scope of Services.....................................................................................................1
2
3
City Staff Assistance................................................................................................2
Term; Time of Performance.....................................................................................2
4
Compensation..........................................................................................................2
5
6
Extra Work...............................................................................................................2
Method of Payment..................................................................................................3
7
Disposition of Plans, Estimates and Other Documents...........................................3
8
9
Hold Harmless..........................................3
...............................................................
Professional Liability Insurance.............................................................................4
10
Certificate of Insurance............................................................................................5
11
Independent Contractor............................................................................................6
Agreement
12
13
Termination of .......................................................................................6
Assignment and Delegation.......................................................................................6
14
15
Copyrights/Patents...................................................................................................7
City Employees and Officials..................................................................................7
16
Notices.........................................................................................
Consent
17
....................................................................................................................8
18
Modification.............................................................................................................8
19
20
Section Headings.....................................................................................................8
Interpretation of this Agreement..............................................................................8
21
Duplicate Original....................................................................................................9
22
Immigration...............................................................................................................9
23
Legal Services Subcontracting Prohibited................................................................9
Fees
24
25
26
Attorney's ..........................................................................................................10
Survival.....................................................................................................................10
Governing Law.........................................................................................................10
27
28
29
Signatories.................................................................................................................10
Entirety
Effective Date.................................................................................11
10
CITY OF HUNTINGTON BEACH
Professional Service Approval Form
PART II
a' Ef—E1- V E0
� �
Date: 9/19/2013 Project Manager: Carol Molina -Espinoza DEC 20113
Requested by Name if different from Project Manager:
Department: Finance
PARTS I & II OF THE PROFESSIONAL SERVICES CONTRACTS APPROVAL FORM MUST BE
COMPLETED BY THE REQUESTING DEPARTMENT AND SIGNED FOR APPROVAL. PART I
& Il MUST BE FILED WITH ALL APPROVED CONTRACTS.
1) Name of consultant: HdL Coren & Cone
2) Contract Number: FIN 2013-39
(Contract numbers are obtained through Finance Administration x 5630)
3) Amount of this contract: $ 97,500 W-4-
4) Is this contract less than $50,000? ❑ Yes ®.No
5) Does this contract fall within $50,000 and $100,000? ® Yes ❑ No
6) Is this contract over $100,000? ❑ Yes M No
(Note: Contracts requiring City Council Approval need to be signed by the Mayor and
City Clerk. Make sure the appropriate signature page is attached to the contract.)
7) Were formal written proposals requested from at least three available qualified
consultants? ® Yes ❑ No
8) Attach a list of consultants from whom proposals were requested (including a contact
telephone number.)
9). Attach Exhibit A, which describes the proposed scope of work.
10) Attach Exhibit B, which describes the payment terms of the contract.
Budg t Ap roval Signat a Date
00/0
irector of Finance (or designee) Signature ate
�a
CITY OF HUNTI GTON BEACH
�J S
1
Professional Service Approval Form
PART I RECEIVED
Date: 7/1/2013 Project Manager Name: Dahle Bulosan OCT 154 2013
Requested by Name if different from Project Manager:
Department: Finance
PARTS I OF THE PROFESSIONAL SERVICES CONTRACTS APPROVAL FORM MUST 8E'
COMPLETED BY THE REQUESTING DEPARTMENT AND SIGNED BY THE CITY MANAGER,
FOR APPROVAL, BEFORE PROCEEDING WITH THE SOLICITATION OR CONTRACT
PROCESS. PART I MUST BE FILED WITH ALL APPROVED CONTRACTS.
1) Briefly provide the purpose for the agreement:
Property Tax Audit and Compliance Services
2) Estimated cost of the services being sought: $ 92,000
3) Are sufficient funds available to fund this contract? ® Yes ❑ No
If no, please explain:
4) Check below how the services will be obtained:
Z A Bid solicitation process in accordance to the MC 3.03.060 procedures will be conducted.
❑ MC 3.03.08(b) — Other Interagency Agreement procedure will be utilized.
❑ MC 3.03.08 — Contract Limits of $30,000 or less exempt procedure will be utilized.
5) Is this contract generally described on the list of professional service contracts approved by the
City Council? If the answer to this question is "No," the contract will require approval from the
City Council.) Yes , ❑ No
6)
Fisc�Servin—s )Xanager Signature
16 -- r 5 — ( '�
Date
Amount, Business Unit (8 digits) and Object Code (5 digits) where funds are budgeted
(Please note that a budget check will occur at theobjectcode level):
10035204.69360 $ 92, 000 M�tej
`-��(5 aft anuL $
P$ou-,P-4Ot
$
Head. S�gnature(s)
Director of Finance's Signature
0
nager's Signature
Date
Date
/0 3 -,�
ate
Date
-2--// - /-�
Date
:;"2cS , j —
cv�- ao�
City of Huntington Beach
Funds Available Report
FY 13/14
Cumulative 14
Cumulative 14
Cumulative 14
Cumulative 14
Object
Subsidiary Budget
Actual
Encumbrance
Funds Availlable
Account
FY 13114
FY 13/14
FY 13/14
FY 13/14
10035204 - Budget Management
63000 - Equipment and Supplies
0.00
0.00
69300 - Professional Services
40,000.00
40,000.00
69300 - Professional Services
40,000.00
40,000.00
69505 - Cont Svcs - Other
20,740.00
0.00
20,740.00
0.00
69450 - Other Contract Services
20,740.00
0.00
20,740.00
0.00
60000 - OPERATING EXPENSES
60,740.00
0.00
20,740.00
40,000.00
50000 -EXPENDITURES
60,740.00
0.00
20,740.00
40,000.00
10/15/2013 8:17:42 AM Page 1 of 1
Budget and Actuals Reports Level 3,4,5 Report
FYE 2013
Cumulative 14
Cumulative 14
Cumulative 14
Cumulative 14
Company
Object
Department
Budget Amount -
General Ledger
PO/Contract Amount
Calculation
Account
Active 2013
2013
2013
2013
0010E .,
63000 - Equipment and Su lies
pp '
FIN
-,,,....._.�...,
634,788.76
4 605.82
- -
356,553.58
36
273,629.36
00100
64520 - Repairs and Maintenance
FIN
130,584.16
3,118.00
97,647.16
29,819.00
00100
68500 -Conferences and Training
FIN
14,365.00
525.00
3,000.00
10,840.00
00100
69300 - Professional Services
FIN
279,180.24
71507.50
91,672.74
180,000.00
0010E
6945E -Other Contract Services
728,207.76
27 008.61
271,195.39
430,003.76
00100
78000 - Expense Allowances
,FIN
FIN
11,700.00
0.00
11,700.00
00100
79000 - Other Expenses
. FIN
0.00
0.00
0010E
6000E - OPERATING EXPENSE S
IN
FN
1,798,825.92
42,764.93
820,068.87:
935,992.12
00100
50- EXPENDITURES
FI00
1,798,825.92
42,764.93
820,068.87'
935,992.12
10/15/2013 8:19:32 AM Page 1 of 2
Attachment # 3
CITY OF HUNTINGTON BEACH
PROFESSIONAL SERVICES LISTING
Qq1, FISCAL YEAR 2013/14
Finance
Division/Fund Description Amount
Accounting Services
Audit Professional Services/Other Professional Services
$140,000
Budget Management
Sales tax auditing and consulting services
$20,000
Property tax auditing and consulting services
$20,000
Retiree Insurance Fund (702), Retirement
Supplemental (703), Mello Roos (406)
Consulting services
$54,500
Total Professional Services
1 7777$727347,:60:0
Bid Results for Project Property Tax Audit Services (2013-0624)
Issued on 06/24/2013
Bid Due on July 31, 2013 4:00 PM (Pacific)
Vendor Name Address City State ZipCode Respondee
MuniServices, LLC 762S N. Palm Ave., Ste. 108 Fresno CA 93711 stephanie Ontiveros
HdL Coren & Cone 1340 Valley Vista Drive Ste 120 Diamond BAr CA 9176S Paula Cone
Respondee Title Respondee Phone Respondee Email
Property Tax Manager 669-271-6827 Ext. 6827 stephanie.ontiveros@muniservices.com
President 909-861-433S Ext. 307 pcone@hdlccpropertytax.com
HDLCO-1 OP ID: DMZ
CERTIFICATE OF LIABILITY INSURANCE
DATE11/21D/YYYY)
1/21/13
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS
CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES
BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED
REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.
IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must be endorsed. If SUBROGATION IS WAIVED, subject to
the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the
certificate holder in lieu of such endorsements .
PRODUCER 626-966-1791
Partee Insurance Assoc.,lnc.
License #0786033 626-331-8132
CNA,ME CT
PHONEEa, A/IC No:
E-MAIL
ADDRESS.
684 S. Grand Avenue
Covina, CA 91724-3409
Wayne M. Partee CIC, CWCA
INSURER(S) AFFORDING COVERAGE
NAIC
INSURER A: Sent! nel I nsu rance Com pany
INSURED HDL Coren & Cone
INSURER B: Hartford Underwriters
1340 Valley Vista Dr # 200
Diamond Bar, CA91765
INSURER cjechnology Insurance Company
INSURER D:
INSURER E:
rr)VFRACiFS CFRTIFIrATF NUMRFR• REVISION NUMBER'
THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD
INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS
CERTIFICATE MAY BE ISSUED OR MAY.PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS,
EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
INSR
TYPE OF INSURANCE
ADDL
SUB
IC N B R
POLICY EFF
POLICY EXP
LIMITS
GENERAL LIABILITY
EACH OCCURRENCE
$ 2,000,0001
DAMAGA
PREMISES a occurrence
$ 1,000,00
X COMMERCIAL GENERAL LIABILITY
CLAIMS -MADE ® OCCUR
X
72SBAZB3291
11/16/13
11/16/14
MED EXP (Any one person)
$ 10,00
PERSONAL & ADV INJURY
$ 2,000,00
GENERAL AGGREGATE
$ 4,000,00
GEN'L AGGREGATE LIMIT APPLIES PER:
PRODUCTS - COMP/OP AGG
$ 4,000,00
$
POLICY71 PRO LOC
AUTOMOBILE LIABILITY
COMBINED SING U I I
Ea accident
2 000 00
$ > >
BODILY INJURY (Per person)
$
A
ANY AUTO
72SBAZB3291
11/16/13
11/16/14
ALLOWNED SCHEDULED
AUTOS AUTOS
NON -OWNED
X HIRED AUTOS Ix AUTOS
BODILY INJURY (Per aocident)
$
PROPERTY DAMAGE
Per accident)
$
$
X
UMBRELLA LIAB
OCCUR
EACH OCCURRENCE
$ 1,000,00
AGGREGATE
$ 1,000,00
A
EXCESS LIAB
CLAIMS -MADE
72SBAZB3291
11/16/13
11/16/14
DED I X I RETENTION $ 10,000
$
B
WORKERSCOMPENSATION
AND EMPLOYERS' LIABILITY
ANY PROPRIETOR/PARTNER/EXECUTIVE YIN
TWC3394671
,11/16/13
11/16/14
X WCSLTMIT O R
TORY IMfTS ER
E.L. EACH ACCIDENT
$ 1,000,00
OFFICER/MEMBER EXCLUDED?
(Mandatory in NH)
N I A
E.L. DISEASE - EA EMPLOYEE
$ 1,000,00
E. L. DISEASE - POLICY LIMIT
$ 1,000,00
If yes, describe under
DESCRIPTION OF OPERATIONS below
C
Professional Liab
PG0260349
11/16/13
11/16/14
Limit 1,000,00
Claims Made
RETRO 2/16/2003
Ded 25,00
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (Attach ACORD 101, Additional Remarks Schedule, If more space is required)
City of Huntington Beach, its officers, elected or appointed officials,
employees, agents and volunteers are named as additional insureds in regards
to the insureds operations - Endorsements to be issued directly by the
carrier
*30 day notice of cancellation applies except *10 days for non payment
City of Huntington Beach
2000 Main Street
Huntington Beach, CA 92648
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE
THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN
ACCORDANCE WITH THE POLICY PROVISIONS.
AUTHORIZED REPRESENTATIVE
171988-2010 ACORD CORPORATION. All rights reserved.
ACORD 25 (2010105) The ACORD name and logo are registered marks of ACORD
POLICY NUMBER: 72 SBA ZB3291
THIS ENDORSEMENT.__ CHANGES THE POLICY. —PLEASE -READ IT_CAREFU_UY.
ADDITIONAL INSURED - PERSON -ORGANIZATION
WEST HOLLYWOOD, CA 90069
CITY OF SAN JACINTO, ITS OFFICERS, EMPLOYEES AND AGENTS
595 S. SAN JACINTO AVENUE
SAN JACINTO, CA 92583
CITY OF NORWALK, ITS OFFICERS, EMPLOYEES
AND AGENTS
12700 NORWALK BLVD
NORWALK, CA 90650
CITY OF THOUSAND OAKS, -SUCCESSOR AGENCY TO THE THOUSAND OAKS
REDEVELOPMENT AGENCY, ITS DIRECTORS, OFFICIALS, OFFICERS, EMPLOYEES,
AGENTS AND VOLUNTEERS
2100 THOUSAND OAKS BLVD
THOUSAND OAKS, CA 91362
TOWN OF ROSS AND ITS EMPLOYEES AND AGENTS
ATTN: ROB BRAULIK, TOWN MANAGER
31 SIR FRANCIS DRAKE BLVD
ROSS, CA 94957
CITY OF COVINA, CITY, ITS OFFICERS, EMPLOYEES AND AGENTS
125 E. COLLEGE STREET
COVINA, CA 91723
CITY OF HUNTINGTON BEACH, ITS OFFICERS, ELECTED OR APPOINTED
OFFICIALS, EMPLOYEES, AGENTS AND VOLUNTEERS
2000 MAIN STREET
HUNTINGTON BEACH, CA 92648
CITY OF LAKE FOREST ITS OFFICIALS, OFFICERS, EMPLOYEES, AGENTS AND
VOLUNTEERS
25550 COMMERCENTRE DR. STE 100
Form IH 12 00 1185 T SEQ. NO. 011 Printed in U.S.A. Page 002 (CONTINUED ON NEXT PAGE)
Process Date: 10 / 2 8 / 13 Expiration Date: 11 / 15 / 14
CONTRACTS SUBMITTAL TO
CITY .CLERK'S OFFICE
To: JOAN FLYNN, City Clerk
Name of Contractor: HdL Coren & Cone
Purpose of Contract: For Example: Audit Services or Water Quality Testing Huntington Lake —Huntington Central Park
Property Tax Audit and Compliance Services
Amount of Contract: $97,500
Copy of contract distributed to: The original insurance ce o icate/waiver distributed
to Risk Management
Initiating Dept. ❑ /
Finance Dept. ORIGINAL bonds sent to Treasurer ❑
�---' Date:
Name/Extension
City Attorney's Office
G:AttyMisc/Contract Forms/City Clerk Transmittal
HDLCO-1 OP ID: DMZ
CERTIFICATE OF LIABILITY INSURANCE
DAT11121D/YYYY)
11/21/13
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS
CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES
BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED
REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.
IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must be endorsed. If SUBROGATION IS WAIVED, subject to
the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the
certificate holder in lieu of such endorsements .
PRODUCER 626-966-1791
Partee Insurance Assoc.,lnc.
License #0786033 626-331-8132
584 S. Grand Avenue
Covina, CA 91724-3409
Wayne M. Partee CIC, CWCA
CINT
NAME: CT
PHONE FAX,
No:
E-MAIL
ADDR S:
INSURERS AFFORDING COVERAGE
NAIC #
INSURER A:Sentinel Insurance Company
INSURED HDL Coren & Cone
1340 Valley Vista Dr # 200
Diamond Bar, CA 91765
INSURER B:Hartford Underwriters
INSURER c:Technology Insurance Company
INSURER D :
INSURER E :
COVERAGES CERTIFICATE NUMBER: REVISION NUMBER:
THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD
INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS
CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS,
EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
IN9R
TYPE OF INSURANCE
ADDL
SUB
POLIC B R
POLICY EFF
POLICY EXP
LIMITS
GENERAL LIABILITY
EACH OCCURRENCE
$ 2,000,00
pRAEMISES _a occurrenceRn7rErF
$ 1,000,00
A
X COMMERCIAL GENERAL LIABILITY
X
72SBAZB3291
11/16/13
11/16/14
CLAIMS -MADE FK OCCUR
MED EXP (Anyone person)
$ 10,00
PERSONAL & ADV INJURY
$ 2,000,00
GENERAL AGGREGATE
$ 4,000,00
GEN'L AGGREGATE LIMIT APPLIES PER:
PRODUCTS - COMP/OP AGG
$ 4,000,00
$
POLICY PRO- LOC
AUTOMOBILE LIABILITY
P19I L MI
Ea accident
$ 2,000,000
BODILY INJURY (Per person)
$
A
ANY AUTO
72SBAZI33291
11/16/13
11/15/14
BODILY INJURY (Per accident)
$
ALLOWNED SCHEDULED
AUTOS AUTOS
NON -OWNED
X HIRED AUTOS Ix AUTOS
PROPERTYDAMAGE
Per accident)
$
X
UMBRELLA LIAB
OCCUR
EACH OCCURRENCE
$ 1,000,00
AGGREGATE
$ 1,000,00
A
EXCESS LIAB
CLAIMS -MADE
72SBAZB3291
11/16/13
11/16/14
DE X RETENTION 10,000
$
B
WORKERSCOMPENSATION
AND EMPLOYERS' LIABILITY
ANY PROPRIETOR/PARTNER/EXECUTIVE Y�
OFFICER/MEMBER EXCLUDED?
(Mandatory in NH)
N f A
TWC3384571
,11/15/13
11/15/14
X WC STATU- O R
TORY LIMITS ER
E.L. EACH ACCIDENT
$ 1,000,00
E.L. DISEASE - EA EMPLOYEE
$ 1,000,00
E.L. DISEASE - POLICY LIMIT
$ 1,000,00
If yes, describe under
DESCRIPTION OF OPERATIONS below
C
Professional Liab
PG0260349
11/16/13
11/16/14
Limit 1,000,00
Claims Made
RETRO 2/16/2003
Ded 25,00
DESCRIPTION OF OPERATIONS( LOCATIONS f VEHICLES (Attach ACORD 101, Additional Remarks Schedule, if more space is required)
City of Huntington Beach, its officers, elected or appointed officials,
employees, agents and volunteers are named as additional insureds in regards
to the insureds operations - Endorsements to be issued directly by the
carrier
*30 day notice of cancellation applies except *10 days for non payment
City of Huntington Beach
2000 Main Street
Huntington Beach, CA 92648
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE
THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN
ACCORDANCE WITH THE POLICY PROVISIONS.
AUTHORIZED REPRESENTATIVE
n 1999-2010 ACORD CORPORATION. All riahts reserved.
ACORD 25 (2010/05) The ACORD name and logo are registered marks of ACORD
POLICY NUMBER: 72 SBA ZB3291
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
ADDITIONAL INSURED - PERSON -ORGANIZATION
WEST HOLLYWOOD, CA 90069
CITY OF SAN JACINTO, ITS OFFICERS, EMPLOYEES AND AGENTS
595 S. SAN JACINTO AVENUE
SAN JACINTO, CA 92583
CITY OF NORWALK, ITS OFFICERS, EMPLOYEES
AND AGENTS
12700 NORWALK BLVD
NORWALK, CA 90650
CITY OF THOUSAND OAKS, SUCCESSOR AGENCY TO THE THOUSAND OAKS
REDEVELOPMENT AGENCY, ITS DIRECTORS, OFFICIALS, OFFICERS, EMPLOYEES,
AGENTS AND VOLUNTEERS
2100 THOUSAND OAKS BLVD
THOUSAND OAKS, CA 91362
TOWN OF ROSS AND ITS EMPLOYEES AND AGENTS
ATTN.- ROB BRAULIK, TOWN MANAGER
31 SIR FRANCIS DRAKE BLVD
ROSS, CA 94957
CITY OF COVINA, CITY, ITS OFFICERS, EMPLOYEES AND AGENTS
125 E. COLLEGE STREET
COVINA, CA 91723
CITY OF HUNTINGTON BEACH, ITS OFFICERS, ELECTED OR APPOINTED
OFFICIALS, EMPLOYEES, AGENTS AND VOLUNTEERS
2000 MAIN STREET
HUNTINGTON BEACH, CA 92648
CITY OF LAKE FOREST ITS OFFICIALS, OFFICERS, EMPLOYEES, AGENTS AND
VOLUNTEERS
25550 COMMERCENTRE DR. STE 100
Form IH 12 00 1185 T SEQ. NO. 011 Printed in U.S.A. Page 002 (CONTINUED ON NEXT PAGE)
Process Date: 10 / 2 8 / 13 Expiration Date: 11 / 15 / 14