25F - AGMT - REVENUE AUDITING SRVS

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Agreements with MuniServices For Sales And Use Tax & Utility Users' Tax Compliance, Auditing And Consulting Services June 19, 2018 Page 2 which included Revenue Auditing, Recovery, Reporting, Analysis, and Legislative/State Agency Liaison and Implementation Monitoring services for Sales and Use Tax, as well as Municipal Utility Users' Tax, Property Tax, Hotel Visitors' Tax, and Medical Marijuana. To realize the most competitive bidding across the board, these items are scheduled to be rebid together and new agreements entered into prior to December 31, 2020. The 2'/2 year term of this Amended Agreement is intended to facilitate that future RFP process and represents an elapse of four years since the last comprehensive RFP. With respect to the Sales & Use Tax component of the 2016 RFP, the proposal submitted by MuniServices for the Sales & Use Tax component was found to be most responsive to the City's needs, offered the best value, and was most appropriate for the services requested. As part of the submitted Sales and Use Tax proposal and agreed terms for the auditing services, MuniServices provides the following services: 1. Audit and recovery services of unreported, underreported and misallocation of Sales and Use Tax as well as correction of reporting errors and corrections through the appeals process. 2. Comprehensive reporting and analytics including economic dashboards, ad hoc reporting and increased data mining and integration. 3. Monitoring and analysis of the California Department of Tax and Fee Administration's (formerly, State Board of Equalization's) quarterly distribution reports. 4. Legislative services and analysis regarding pertinent Sales and Use Tax legislation and regulations and state agency liaison and implementation monitoring. 5. Sales and Use Tax web -based software application (STARS), enabling staff to access the City's Sales and Use Tax data to extract, analyze, and utilize the available data for budgetary and community/economic development purposes as well as a web -based geographic revenue information application (GRIA) to aggregate a variety of general fund revenue data geographically (including but not limited to: Sales Tax, Property Tax, Property Transfer Tax, Hotel Visitors' Tax, and Business License Tax revenues) enabling staff to extract, analyze, and utilize the available data also for budgetary and community/economic development purposes. 6. Assist in the development of a multi-year Sales and Use Tax revenue forecast model. 7. Ongoing consultation on all aspects of the auditing, compliance and consulting services. The reports, analysis and information derived from the sales and use tax revenue auditing and consulting program are used for budget planning, revenue forecasting, trend analysis, community/ 25F-2