TITLE
Recommendation to authorize City Manager to execute an agreement with MuniServices, LLC, for continued sales and use tax auditing, projection, recovery and consultant services for an amount not to exceed $100,000 annually for a three year term, ending September 30, 2015; and authorize City Manager to execute amendments to extend the term by up to four additional years. (Citywide)
DISCUSSION
Since 1983, the City has contracted for services of revenue recovery firms to provide sales and use tax auditing, projection, recovery and consultant services. The City has retained MuniServices LLC, (MuniServices) since 2007 to provide technical expertise to perform these services, which are not available within the City. MuniServices provides a high level of service in sales and use tax management, including strong analytics, forecasting tools and reports, as well as immediate access to professional staff, if required. Further, the fee for service is primarily performance-based and is contingent upon MuniServices’ audits, producing new revenue that would not otherwise have been realized by the City.
MuniServices’ primary responsibilities include providing sales and use tax projections by economic category and business segments, auditing State Board of Equalization (SBE) reports for potential point of sales and use tax reporting errors and facilitating the correction of these reporting errors. They also prepare various reports of economic activity, business category comparisons, and audit reports for City staff. Additionally, MuniServices will support the development and implementation of a use tax self-accrual program, train City staff to assist businesses with its implementation, provide auditing services of the City’s franchise fee revenues and provide the City with a user-friendly database containing monthly sales tax data from the SBE.
The Request for Proposals (RFP) for the sales and use tax auditing, projection, and recovery services was advertised on the ...
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