Meeting Type: BCC Work Session
Meeting Date: 1/22/2019
Item Status: New
From: Kimberly Creech, Clerk/Treasurer
Submitted by: Jennifer M. Forsman, Audit Compliance Officer
______________________________________________________________________
ITEM TITLE
Title
Alabama Department of Revenue Reciprocal Agreement - Removal and Addition of Individuals
Body
STAFF RECOMMENDATION
Recommendation
Approve the attached updated list of commissioners, county officers, and employees who are authorized to discuss tax information relating to the Reciprocal Agreement between the Alabama Department of Revenue and Baldwin County and forward the attached State of Alabama Revenue Nonemployee Confidentiality and Disclosure Statements for the new County Commissioners the Honorable Jeb Ball, the Honorable Billie Jo Underwood, and the Honorable Joe Davis; Jennifer Forsman, Audit Compliance Officer; Ebony Yelding, License Inspector I; Amber Riley, Audit Compliance Officer; the Honorable Harry D’Olive, Judge of Probate; and Edward (Dean) Mott, Chief Clerk.
The list below will remove and add the following individuals:
Remove:
Honorable Frank Burt, Commissioner
Honorable Tucker Dorsey, Commissioner
Honorable Chris Elliot, Commissioner
Susan Marino, Deputy License Inspector
Honorable Tim Russell, Probate Judge
Patsy Clark, Chief Clerk
Add:
Honorable Jeb Ball, Commissioner
Honorable Billie Jo Underwood, Commissioner
Honorable Joe Davis, Commissioner
Ebony Yelding, License Inspector I
Amber Riley, Audit Compliance Officer
Jennifer M. Forsman, Audit Compliance Officer
Honorable Harry D’Olive, Probate Judge
Edward (Dean) Mott, Chief Clerk
End
BACKGROUND INFORMATION
Previous Commission action/date: March 15, 2016
Background: The original Reciprocal Agreement between the Alabama Department of Revenue and Baldwin County, Alabama was approved on September 19, 1995, which authorized both governmental agencies to exchange certain tax information. The list of employees was last updated during the March 15, 2016 Commission Meeting.
FINANCIAL IMPACT
Total cost of recommendation: N/A
Budget line item(s) to be used: N/A
If this is not a budgeted expenditure, does the recommendation create a need for funding? N/A
LEGAL IMPACT
Is legal review necessary for this staff recommendation and related documents?
N/A
Reviewed/approved by: N/A
Additional comments: N/A
ADVERTISING REQUIREMENTS
Is advertising required for this recommendation? N/A
If the proof of publication affidavit is not attached, list the reason: N/A
FOLLOW UP IMPLEMENTATION
For time-sensitive follow up, select deadline date for follow up: N/A
Individual(s) responsible for follow up: Administration
Action required (list contact persons/addresses if documents are to be mailed or emailed): Work Session: Administration staff to obtain signatures of new Commissioners, Probate Judge, and Chief Clerk.
Regular Meeting: Administrative staff to have Chairman sign correspondence to the Alabama Department of Revenue authorizing the update of the authorized employees to disclose tax information, and enclose the “Nonemployee Confidentiality and Disclosure Statements” for the Honorable Jeb Ball, the Honorable Billie Jo Underwood, and the Honorable Joe Davis; Jennifer Forsman, Audit Compliance Officer; the Honorable Harry D’Olive, Judge of Probate; and Edward (Dean) Mott, Chief Clerk to the address noted below:
Mr. Mike Mason, Disclosure Officer
Alabama Department of Revenue
50 North Ripley Street, Room 4112
Montgomery, Alabama 36132
cc: Heather Gwynn, Sales & Use Tax Coordinator/File
Additional instructions/notes: N/A