AgdaPkt 2015-06-08 Joint SA and PFA

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EXHIBIT A SCOPE OF SERVICES Local Tax Compliance Discovery and Audit The objective is to assist the City in identifying businesses that are conducting business in City and are not registered with the City. MuniServices Local Tax Compliance (“LTC”) Services include identifying any person engaged in or carrying on any profession, trade, calling, occupation or business within the City that are not registered with the City to ensure that the business is properly registered and has made all appropriate payments to the City. The LTC service to be contracted for will not replace or duplicate the current tax discovery and collections efforts undertaken by the City’s employees. Our LTC Services are intended to complement the current efforts by brining to the City more sophisticated technology, data and door-to-door investigations that may not presently be available to the City. Program Objectives and Methods Our LTC service is designed to assist the City in locating tax revenue that the City may not be receiving from its local tax registry MuniServices provides detection, documentation and correction of errors and omissions causing deficiencies thereby producing new revenue that would not otherwise have been realized by the City. Moreover, our team works in full and collaborative partnership with City revenue staff to supplement the operations and procedures currently in place. The LTC service also aims to reduce future errors by informing the businesses that are identified as having errors or omissions about the proper methods of compliance informing business owners of the requirements of the ordinance helps to prevent future mistakes by businesses making future enforcement efforts by the City less burdensome for the City. • Initial Meeting. MuniServices meets with the City staff to review the procedures and objectives of the LTC service, business entity relations and logistical matters, including establishing an appropriate liaison with City management and staff and logical checkpoints for measuring progress (the “Initial Meeting”). Typically this meeting will occur within 10 days of the fully executed Agreement. • Workplan. Based on the Initial Meeting, MuniServices develops a workplan that incorporates the logistical matters agreed to in the Initial Meeting and describes in detail how the objectives of the LTC service shall be met. If there are no changes to the current workplan for the service MuniServices is already providing this service to the City this step can be bypassed. • Commencement of Services. After the Workplan is developed, MuniServices shall begin providing the Discovery and Audit services described below. MuniServices’ obligation to provide services is contingent on the City providing the necessary information and cooperation. Again because MuniServices is already providing this service to the City, upon award of contract we will continue to provide the service with no gaps. ATTY/AGR/2015.101/MUNISERVICE LLC 7.1.H. - Page 12