Long Beach, CA
File #: 17-0480    Version: 1 Name: FM - MuniServices - Authorization for Board of Equalization Records related to Measure A
Type: Resolution Status: Adopted
File created: 6/6/2017 In control: City Council
On agenda: 6/20/2017 Final action: 6/20/2017
Title: Recommendation to adopt resolution amending Resolution No. RES-16-0062 authorizing City Manager, or designee, and MuniServices, LLC, to examine records relating to Sales or Transactions and Use Tax, collected by the California State Board of Equalization; and Authorize City Manager, or designee, to execute the necessary documents, including any amendments, with MuniServices, LLC, to implement the adopted Resolution amending Resolution No. RES-16-0062. (Citywide)
Sponsors: Financial Management
Attachments: 1. 062017-C-9sr&att.pdf, 2. RES-17-0062.pdf
Related files: 16-0647

TITLE

Recommendation to adopt resolution amending Resolution No. RES-16-0062 authorizing City Manager, or designee, and MuniServices, LLC, to examine records relating to Sales or Transactions and Use Tax, collected by the California State Board of Equalization; and

 

Authorize City Manager, or designee, to execute the necessary documents, including any amendments, with MuniServices, LLC, to implement the adopted Resolution amending Resolution No. RES-16-0062.  (Citywide)

 

DISCUSSION

State law requires that local jurisdictions adopt a Resolution authorizing consultants to review California State Board of Equalization (BOE) records to perform revenue recovery services. On July 19, 2016, following the passage of Measure A, the City Council approved Resolution No. 16-0062 to authorize MuniServices, LLC (MuniServices), access to BOE records related to Transactions and Use Tax.

 

However, according to the BOE, although the current Resolution No. 16-0062 authorizes access to Sales and Use Tax records, it does not state that MuniServices is authorized to access records related to the Transactions and Use Tax Ordinance (Measure A). This recommendation is a technical correction and will amend Resolution No. 16-0062 to specify that MuniServices has authorized access to Measure A records, in addition to Sales and Use Tax, in accordance with BOE guidelines.

 

This matter was reviewed by Deputy City Attorney Amy R. Webber on June 6, 2017 and by Budget Management Officer Rhutu Amin Gharib on June 5, 2017.

 

TIMING CONSIDERATIONS

City Council action is requested on June 20, 2017, to allow for MuniServices access to BOE records so that they can promptly conduct analysis and review of Measure A.

 

FISCAL IMPACT

There is no fiscal or local job impact associated with this recommendation.

 

SUGGESTED ACTION

Approve recommendation.

 

BODY

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LONG BEACH AMENDING RESOLUTION NO. RES-16-0062 DESIGNATING MUNISERVICES, LLC TO EXAMINE SALES OR TRANSACTIONS AND USE TAX RECORDS OF THE CITY OF LONG BEACH

 

Respectfully Submitted,

JOHN GROSS

DIRECTOR OF FINANCIAL MANAGEMENT

 

 

 

APPROVED:

 

PATRICK H. WEST

CITY MANAGER