TITLE
Recommendation to authorize City Manager, or designee, to execute all documents necessary to amend Contract No. 34743 with MuniServices, LLC, for continued sales or transaction and use tax auditing, projection, recovery and consultant services, by $38,000 for a revised total amount not to exceed $306,000, and extend the term to August 31, 2018. (Citywide)
DISCUSSION
City Council approval is requested to amend Contract No. 34743 with MuniServices, LLC (MuniServices), to increase contract authority by $38,000 and extend the term through August 31, 2018. This approval will allow for continuation and payment of current services until a new contract is awarded. The Financial Management Department is preparing to issue a Request for Proposals (RFP) for sales or transaction and use tax auditing, projection, recovery and consultant services and, therefore needs this extension to ensure uninterrupted services until a new contract is in place.
A formal procurement process was completed in 2014 (RFP FM14-115) to identify the most qualified firm for sales and use tax auditing, projection and recovery, and other revenue audit services. The City has retained MuniServices, since 2007 to provide technical expertise to perform these services, which are not available within the City. These services include the examination of sales or transaction and use tax records to ensure that these taxes are properly attributed to the City. Additionally, they facilitate the process of correcting misallocations by the State Board of Equalization (BOE) so that revenue is accurately remitted to the City. MuniServices’ scope of work also includes review of the City’s Measure A revenues.
MuniServices’ compensation covers sales or transaction and use tax projection, reporting, and access to its sales tax database, in addition to 20 percent of new or misallocated sales and use tax revenues realized by the City as a direct result of MuniServices detection, documentation and correction. Mu...
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