TITLE
Recommendation to authorize City Manager, or designee, to execute all documents necessary to amend Contract No. 34743 with MuniServices, LLC, for continued sales tax or transaction and use tax auditing, projection, recovery and consultant services, by $203,000, for a revised total annual amount not to exceed $509,000, and extend the term to December 31, 2018. (Citywide)
DISCUSSION
City Council approval is requested to amend Contract No. 34743 with MuniServices, LLC (MuniServices), to increase contract authority by $203,000 and extend the term through December 31, 2018. On August 7, 2018, the Financial Management Department issued a Request for Proposals (RFP FM18-126) for consultant services for sales tax or transaction and use tax auditing, projection, and recovery. Staff is requesting approval to ensure payment of current services covering sales and use tax services for the first, second, and third quarters of calendar year 2018. This will ensure continuation of services until a new contract is awarded and authorization is received from the California Department of Tax and Fee Administration’s (CDTFA) for the selected vendor to view the City’s sales and use tax records.
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, MuniServices facilitates the process of correcting misallocations by the California Department of Tax and Fee Administration (CDTFA) so revenue is accurately remitted to the City. MuniServices’ scope of work also includes review of the City’s Measure A revenues.
MuniServices’ compensation cov...
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