Long Beach, CA
File #: 19-0010    Version: 1 Name: FM - HDL sales tax RFP
Type: Resolution Status: Adopted
File created: 12/17/2018 In control: City Council
On agenda: 1/8/2019 Final action: 1/8/2019
Title: Recommendation to adopt Specifications No. RFP FM18-126 and award a contract to Hinderliter, de Llamas & Associates (dba HdL Companies), of Diamond Bar, CA, for sales, use, and transaction and use tax auditing, projection, recovery, and consultant services, in an annual amount not to exceed $350,000, for a period of two years, with an option to renew for three additional one-year periods, at the discretion of the City Manager; and Adopt resolution authorizing HdL Companies to examine all records related to sales, use, and transaction and use tax, collected by the California Department of Tax and Fee Administration. (Citywide)
Sponsors: Financial Management
Indexes: Contracts
Attachments: 1. 010819-C-10sr&att.pdf, 2. RES-19-0002.pdf
Related files: 35162_000, 35162_001, 35162_002
TITLE
Recommendation to adopt Specifications No. RFP FM18-126 and award a contract to Hinderliter, de Llamas & Associates (dba HdL Companies), of Diamond Bar, CA, for sales, use, and transaction and use tax auditing, projection, recovery, and consultant services, in an annual amount not to exceed $350,000, for a period of two years, with an option to renew for three additional one-year periods, at the discretion of the City Manager; and

Adopt resolution authorizing HdL Companies to examine all records related to sales, use, and transaction and use tax, collected by the California Department of Tax and Fee Administration. (Citywide)

DISCUSSION
City Council approval is requested to enter into a contract with HdL Companies (HdL), for sales, use, and transaction and use tax auditing, projection, recovery, and consultant services. State law requires that local jurisdictions adopt a Resolution authorizing consultants to review state records to perform revenue auditing and recovery services. City Council approval is requested to adopt a Resolution authorizing HdL to examine all records available with the California Department of Tax and Fee Administration (CDTFA) related to the City’s sales, use, and transaction and use tax.

The Request for Proposals (RFP) was advertised in the Long Beach Press-Telegram on August 10, 2018, and 5,161 potential proposers specializing in sales, use, and transaction and use tax auditing, projection, recovery, and consultant services were notified of the RFP opportunity. Of those proposers, 23 downloaded the RFP via the City’s electronic bid system. The RFP document was made available from the Purchasing Division, located on the seventh floor of City Hall, and the Division’s website at www.longbeach.gov/purchasing. A RFP announcement was also included in the Purchasing Division’s weekly update of Open Bid Opportunities, which is sent to 22 local, minority, and women-owned business groups. Two proposals were received by the deadline of ...

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