Baldwin County, Alabama
File #: 19-2180    Version: 1
Agenda section: Work Session Status: Agenda Ready
File created: 10/2/2019 Meeting type: Baldwin County Commission Work Session
On agenda: 10/8/2019 Final action:
Agenda item title: Alabama Department of Revenue Reciprocal Agreement - Removal and Addition of Individuals
Attachments: 1. Attachment to the Agreement, 2. Department of Revenue Reciprocal Agreement
Date Ver.Action ByActionResultAction DetailsMeeting DetailsVideo
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Meeting Type:   BCC Work Session

Meeting Date:  10/8/2019

Item Status:   New

From: Ronald J. Cink, Budget Director

Submitted by:  Loren B. Lucas, Audit Compliance Officer

______________________________________________________________________

 

ITEM TITLE

Title

Alabama Department of Revenue Reciprocal Agreement - Removal and Addition of Individuals

 

Body

 

STAFF RECOMMENDATION

Recommendation

Related to the Alabama Department of Revenue Reciprocal Agreement, take the following actions:

 

1) 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

 

2) Forward the attached State of Alabama Department of Revenue Nonemployee Confidentiality and Disclosure Statements for Adria Cian Harrison, Clerk/Treasurer, Donna G. Bryars, Senior Accountant, Tracy King, Revenue Clerk I, Terrie Watson, Revenue Clerk II, Susan McCaw, Senior Revenue Clerk, Ashlie Emerson, Senior Revenue Clerk, Samulyn Parker, Revenue Clerk II, and Crystal Rice, Revenue Compliance Officer.

 

The list below will remove and add the following individuals:

 

Remove:

 

Kim Creech, Clerk/Treasurer

Jennifer M. Forsman, Audit Compliance Officer

 

Add:

 

Adria Cian Harrison, Clerk/Treasurer

Donna G. Bryars, Senior Accountant

Tracy King, Revenue Clerk I

Terrie Watson, Revenue Clerk II

Susan McCaw, Senior Revenue Clerk

Ashlie Emerson, Senior Revenue Clerk

Samulyn Parker, Revenue Clerk II

Crystal Rice, Revenue Compliance Officer

 

End

 

BACKGROUND INFORMATION

 

Previous Commission action/date:  February 5, 2019

 

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 February 5, 2019 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): 

 

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 Adria Cian Harrison, Clerk/Treasurer, Donna G. Bryars, Senior Accountant, Tracy King, Revenue Clerk I, Terrie Watson, Revenue Clerk II, Susan McCaw, Senior Revenue Clerk, Ashlie Emerson, Senior Revenue Clerk, Samulyn Parker, Revenue Clerk II, and Crystal Rice, Revenue Compliance Officer to the following address:

 

Mr. Mike Mason, Disclosure Officer

Alabama Department of Revenue

50 North Ripley Street, Room 4112

Montgomery, Alabama 36132

 

Cc: Ronald J. Cink, Heather A. Gwynn

 

Additional instructions/notes:  N/A