Baldwin County, Alabama
File #: 20-0086    Version: 1
Agenda section: Consent Status: Passed
File created: 10/22/2019 Meeting type: Baldwin County Commission Regular
On agenda: 11/5/2019 Final action: 11/5/2019
Agenda item title: Personal Property Audit Services Agreement
Attachments: 1. TMA Agreement 2019.pdf

Meeting Type:   BCC Regular Meeting

Meeting Date:  11/5/2019

Item Status:   New

From: Teddy J. Faust, Jr., Revenue Commissioner

Submitted by:  Susan Hill, Chief Administrative Assistant

______________________________________________________________________

 

ITEM TITLE

Title

Personal Property Audit Services Agreement

 

Body

 

STAFF RECOMMENDATION

Recommendation

Execute the renewal of a Personal Property Audit Services Agreement between Tax Management Associates, Incorporated and Baldwin County, Alabama, related to the provision of Business Personal Property Field Audits to verify the accuracy of personal property listings that are assigned by the County Revenue Commissioner and in accordance with the rules, regulations, and directions of the Alabama Department of Revenue.

 

This Agreement is effective beginning upon execution by the parties. The initial term of the Agreement begins upon execution for a period of thirty-six months.  Thereafter, the Agreement shall continue in effect on a month-to-month basis until terminated by either party.  

 

Contractor shall not perform services for which total program billings exceed $49,999.00 per annum unless otherwise agreed to in writing by the parties, executed and attached hereto and titled as an “addendum” to this Agreement.

 

End

 

BACKGROUND INFORMATION

 

Previous Commission action/date:  September 5, 2017

 

Background:  The initial Agreement, between Tax Management Associates, Incorporated and Baldwin County, Alabama was approved on August 7, 2012, and has continued on an annual basis. 

 

 

FINANCIAL IMPACT

 

Total cost of recommendation:  $49,999.00

 

Budget line item(s) to be used:  51810.5250

 

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? 

Yes

 

Reviewed/approved by:  Brad Hicks, County Attorney (Approved 10/14/2019) S. Hill

 

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 and Teddy J. Faust, Jr., Revenue Commissioner

 

Action required (list contact persons/addresses if documents are to be mailed or emailed):  Administration send Agreement to:

 

Tax Management Associates, Inc.

Attn: Richard H. (Chip) Cooke, Jr., Chief Executive Officer

5121 Parkway Plaza Blvd.

Charlotte, North Carolina  28217 

 

Additional instructions/notes:  N/A