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Agmt04 MBIA Muniservices
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Agmt04 MBIA Muniservices
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Last modified
5/8/2008 4:04:17 PM
Creation date
6/3/2004 9:58:56 AM
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Template:
Agreement
Contractor Name
MBIA Muniservices
PROJECT NAME
revenue enhancement
RMP File Number
304.5
Date
2/4/2004
Box
6585
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<br /> SALES/USE TAX ANALYSIS & REPORTING SERVICE (STARS) ADDENDUM <br /> Objectives and Methods <br /> <br /> MMC's STARS Digest provides a summary that features a general analysis regarding statewide <br /> trends that may affect the City's sales tax plus a specific analysis of the City's sales tax <br /> composition, changes and performance. Report graphically illustrates the data and analysis <br /> presented in the Summary. Each MMC STARS Digest includes the Quarterly Management <br /> Summary. The MMC STARS Digest also includes specialized reports that provide analysis of <br /> the City's sales tax economic base and performance for the latest complete quarter and <br /> benchmark year. <br /> Timina & Reports <br /> <br /> MMC shall: <br /> 0 Provide the City with quarterly updated STARS Digests. <br /> 0 Install the STARS Query System on a City designated PC <br /> 0 Update quarterly the City's sales tax registration and allocation data from the <br /> State Board of Equalization (SBE) from MMC's proprietary STARS Query <br /> System on IBM compatible PCs with Microsoft Access export capacity. (note: <br /> STARS is provided in encrypted formats) <br /> 0 Train authorized City staff in the use of the STARS Query System. <br /> QUARTERLY STARS DIGEST <br /> MMC will provide the City with quarterly updated bound STARS Digests including accounts from <br /> which the City receives sales tax revenue. The primary reports included in the STARS Digest <br /> are: <br /> 0 Allocation Summary - Reconciles SBE advances, cleanup payments and pool <br /> allocations with budget projections to assist the City with revenue forecasting <br /> and receipt monitoring. <br /> 0 Cash Analysis - Quarterly aberrations due to SBE audits, fund transfers, and <br /> other causes are also identified and analyzed for budget planning and <br /> revenue forecasting purposes. <br /> 0 Top 100 Five-Year - Historical performance of the top 100 accounts comparing <br /> current benchmark year ranking and sales tax produced with that of prior <br /> years. <br /> D Top 100 Detail - Sales tax performance of the City's top 100 sales tax accounts <br /> is shown in order of sales tax produced with the results for the most recent <br /> five quarters prominently displayed. The proportion of City sales tax <br /> produced is also shown by each account. <br />
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