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25F - AGMT - REVENUE AUDITING SRVS
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25F - AGMT - REVENUE AUDITING SRVS
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Last modified
6/19/2018 10:21:33 AM
Creation date
6/14/2018 7:56:27 PM
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City Clerk
Doc Type
Agenda Packet
Agency
Finance & Management Services
Item #
25F
Date
6/19/2018
Destruction Year
2023
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EXHIBIT C <br />SCOPE OF WORK <br />SALES/USE TAX ANALYSIS & REPORTING SERVICE (STARS) <br />GEOGRAPHIC REVENUE INFORMATION APPLICATION (GRIA) <br />Stars Reports. Within thirty (30) days of receipt of monthly and/or quarterly sales tax data from the <br />applicable governmental authorities, Consultant shall provide City with electronic access to updated <br />STARS Reports. <br />1.1 General Reporting Contents. The STARS Reports are dependent on availability of data received <br />from applicable governmental authorities. The online STARS Reports allow City's staff to interact <br />with sales tax data from the permit level to citywide level; on a cash or economic basis; by quarter or <br />year; and by classification grouping include economic category and segment. The STARS Reports <br />provide City with access to sales and use tax data online and via mobile devices. In addition, reports <br />can be exported to Microsoft Excel or Adobe PDF formats. The reports available may include: <br />• A Cash Dashboard. <br />• An Economic Dashboard. <br />• An Economic Change Report. <br />• A business look -up report. <br />• A Taxpayer Ranking Report. <br />• Geo -Areas. <br />1.2 Sales Tax Forecast. Consultant also provides a Sales Tax Forecast that identifies historical sales <br />tax and projected sales tax for pessimistic, most likely and optimistic scenarios including Transaction <br />and Use Taxes (as applicable). <br />1.3 GRIA Application. Consultant will include the Geographic Revenue Information Application (GRIA), <br />as part of the STARS and forecasting service and at the same cost. The GRIA will provide and <br />separately present combined geographically based (GEO/GIS) revenue information to include: <br />• Sales and Use Tax <br />• Transaction and Use Tax (as applicable) <br />• Secured and Unsecured Property Tax <br />• Hotel Visitors' Tax <br />• Documentary Stamp Tax (Property Transfer Tax) <br />• Business License Tax (including Business Improvement District Assessments/Charges) <br />• Medical Marijuana Tax <br />• Adult -Use Cannabis Retail Business Operating Agreement Fees; <br />• Testing / Laboratory Facilities Business Operating Agreement Fees; and <br />• Commercial Cannabis Business Operating Agreement Fees (to include, but not limited to: <br />Cultivation, Manufacture, and Distribution businesses). <br />Consultant and City agree that the GRIA data will not be fully available until January 1, 2019 and is <br />subject to MuniServices receiving certain City data matching: <br />a. City Hotel Visitors' Tax data to City Business License Tax accounts; and <br />b. City Business License Tax account data to State Board of Equalization Sales and Use Tax <br />Permits. <br />c. City Adult -Use Cannabis Retail Business Operating Agreement account data. <br />d. City Commercial Cannabis Operating Agreement account data (to include, but not limited to: <br />Cultivation, Manufacture, Distribution, and Testing). <br />25F-15 <br />
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