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MUNISERVICES, LLC - #2019-017
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MUNISERVICES, LLC - #2019-017
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Last modified
1/31/2019 8:54:53 AM
Creation date
1/31/2019 8:53:45 AM
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Contracts
Company Name
MUNISERVICES, LLC
Contract #
A-2019-017
Agency
FINANCE & MANAGEMENT SERVICES
Council Approval Date
1/15/2019
Expiration Date
6/30/2022
Insurance Exp Date
1/24/2020
Destruction Year
2027
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EXHIBIT C <br />SCOPE OF WORK <br />SALES & USE TAX AND TRANSACTIONS & USE TAX - ANALYSIS & REPORTING SERVICE (STARS) <br />1. Stars Reports. Within thirty (30) days of receipt of monthly and/or quarterly sales tax/transactions tax <br />data from the applicable governmental authorities, Consultant shall provide City with electronic access <br />to updated 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/transaction tax data from the permit level to citywide level; on a cash or economic <br />basis; by quarter or year; and by classification grouping include economic category and segment. <br />The STARS Reports provide City with access to sales & use tax and transactions & use data online <br />and via mobile devices. In addition, reports can be exported to Microsoft Excel or Adobe PDF <br />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/Transactions Tax Forecast. Consultant also provides a Sales Tax Forecast that <br />identifies historical sales tax and projected sales tax for pessimistic, most likely and optimistic <br />scenarios including Transactions and Use Taxes (as applicable). <br />1.3 GRIA Application. Consultant will include the Geographic Revenue Information Application <br />(GRIA), as part of the STARS and forecasting service and at the same cost. The GRIA will provide <br />and 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 Operating Agreement Fees; and <br />• Commercial Cannabis Operating Agreement Fees (to include, but not limited to: Cultivation, <br />Manufacture, Distribution, and Testing) <br />Consultant and City agree that the GRIA data will not be fully available until January 1, 2020 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 />To be included in the GRIA, City data must be received in a mutually agreeable format at least thirty <br />(30) calendar days prior. MuniServices and City shall update (GEO/GIS) revenue information data <br />on a quarterly basis (or more often as may be mutually agreeable). <br />
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