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55B - RESO - AGMT - UUT
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55B - RESO - AGMT - UUT
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Last modified
9/29/2016 3:15:21 PM
Creation date
9/29/2016 2:43:47 PM
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Template:
City Clerk
Doc Type
Agenda Packet
Agency
Finance & Management Services
Item #
55B
Date
10/4/2016
Destruction Year
2021
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Agreements with MuniServices For Sales And Use Tax & Utility Users' Tax <br />Compliance, Auditing And Consulting <br />October 4, 2016 <br />Page 4 <br />6. Assist in the development of a multi -year Sales and Use Tax revenue forecast model. <br />7. Ongoing consultation on all aspects of the auditing, compliance and consulting <br />services. <br />As part of the submitted UUT proposal and agreed terms for the auditing services, MuniServices <br />will provide the following services: <br />1. UUT application review, as well as payment review and comparative analyses of UUT <br />payments. <br />2. Detection of new telecom and video service providers along with identification of new <br />non -core gas and direct access electric customers, as well as third party providers, and <br />take appropriate steps to assure that the UUT is being applied to commodity <br />purchases. <br />3. UUT payment history detailing the City's UUT payments by provider and utility <br />category. <br />4. Annual UUT report outlining the year's activities in review, year -to -date comparison <br />charts and revenue generated from compliance activities. <br />5. Assist in the development of a multi -year UUT revenue forecast model. <br />6. Legislative services and analysis regarding pertinent UUT (including Prepaid Mobile <br />Telephony UUT) legislation and regulations and state agency liaison and <br />implementation monitoring. <br />7. Ongoing consultation on all aspects of the auditing, compliance and consulting <br />services. <br />The reports, analysis and information derived from both audit programs can be used for budget <br />planning, revenue forecasting, trend analysis, economic development analysis and other projects <br />requiring Sales and Use Tax/UUT revenue statistics to assist in analyzing the City's economic <br />base. <br />Additionally, the services that MuniServices will render ensures compliance with tax regulations, <br />provides early indications of trends in the economy, as well as ensures that the revenues <br />generated within city boundaries are properly allocated, assigned and remitted to the City of <br />Santa Ana. <br />55B -4 <br />
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