TITLE
Recommendation to authorize City Manager, or designee, to execute an agreement, including any necessary amendments, with MuniServices, LLC, dba Avenu MuniServices, LLC, for sales, use, and transaction and use tax projection, analysis, and consultant services, in an annual amount not to exceed $12,000, for a period of one year, with the option to renew for four additional one-year periods, at the discretion of the City Manager; and
Adopt resolution authorizing MuniServices, LLC, dba Avenu MuniServices, LLC, to examine all records related to sales, use, and transaction and use tax, collected by the California Department of Tax and Fee Administration. (Citywide)
DISCUSSION
City Council approval is requested to enter into a contract with MuniServices, LLC, dba Avenu MuniServices, LLC (Avenu), for sales, use, and transaction and use tax projection, analysis and consultant services. City Council approval is also requested to adopt a Resolution authorizing Avenu to examine all records related to the City of Long Beach (City) collected by the California Department of Tax and Fee Administration (CDTFA). State law requires that local jurisdictions adopt a Resolution authorizing outside consultants to review CDTFA records to perform revenue recovery and projection services. In addition to an approved Resolution authorizing access to City data, State law also requires an approved contract between the City and consultant for services.
The City previously retained the services of Avenu for consultant services for sales tax and transaction and use tax auditing, projection, and recovery. The previous contract has since ended; however, the City requests that Avenue continue supporting the City with forecast reports and analysis. In response to the Request for Proposals (RFP) released in 2018, Avenu and Hinderliter, de Llamas & Associates (dba HdL Companies) were the only vendors that submitted proposals. HdL was selected as the City primary sales, use, and transact...
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