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Revised 01/24 <br /> <br />ORANGE COUNTY—INTERNAL USE ONLY <br />______________________________________________________________________________ <br />Finance Information <br />Vendor Name: Tax Management Associates, Inc. (TMA) Vendor Contact Person: Lorie Yow Phone: lorie.yow@tma1.com <br />Address: 5121 Parkway Plaza Blvd. City Charlotte State: NC Zip: 28217 Department: Tax Administration Amount: $76,440 <br />Purpose: Business Personal Property Tax Listing Audits Budget Code(s): 10330020-720023 Vendor # 59748 <br />Vendor Status with NCSOS: N/A Vendor is a BOCC consultant: Yes No <br /> <br />Contract Details <br />Contract Type: New Amendment (Original Contract: 4/4/2024) (Most Recent Amendment N/A) <br />Effective Date 7/1/2025 End Date 6/30/2026 Notice Date N/A (Notice Purpose N/A) <br /> <br />Award <br /> Approved by Board (Agenda Date: ); Made or Administered by <br /> <br />Signature Authority <br />- BOCC Express Delegation (Agenda Date: ) <br />- Policy 9.4: Under $5,000; Service Under $90,000; Construction Under $250,000 <br />- Budget Policy Section XV (Capital Improvement Project: ) <br /> <br />Bidding <br /> Informal Bidding ($30k-$90k); Formal RFP ($90k+); Other (<$30k); Exception(# ) <br /> <br />Department Affirmation <br /> This agreement is approved as to technical form and content and I as Department Director affirmatively state work on this project <br />has not been initiated prior to execution of the agreement. <br /> This agreement is approved as to technical form and content. Services related to this agreement have already begun or been <br />completed. Description of the nature of the emergency condition that was addressed: <br /> <br />Department Director’s Signature ________________________________________ Date: ________ <br /> <br />Information Technologies <br />This agreement has been reviewed and is approved as to information technology content and specifications: <br /> <br />Office of the Chief Information Officer___________________________________ Date: ________ <br /> Inapplicable because no hardware/software purchases or related services <br /> <br />Risk Management <br />This agreement is approved for sufficiency of insurance standards, specifications, and requirements: <br /> <br />Office of the Risk Management Officer___________________________________ Date: _________ <br /> <br />Financial Services <br />This instrument has been pre-audited in the manner required by the Local Government Budget and Fiscal Control Act: <br /> <br />Office of the Chief Financial Officer ____________________________________ Date: _________ <br /> <br />Legal Services <br />This agreement is approved as to legal form and sufficiency: <br /> <br />Office of the County Attorney __________________________________________Date: ________ <br /> <br />Clerk to the Board <br />All Docusign contracts must be copied to the Clerk upon completion: occlerkdocs@orangecountync.gov <br />The following signature block is for hard copies only and is not required for Docusign contracts: <br />Received for record retention: <br />Office of the Clerk to the Board __________________________________________Date:_________ <br />Docusign Envelope ID: 081E1220-AE71-4183-B47C-473349EBFE2E <br />6/9/2025 <br />6/9/2025 <br />6/18/2025 <br />6/18/2025