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AgdaPkt 2015-06-08 Joint SA and PFA
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AgdaPkt 2015-06-08 Joint SA and PFA
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Last modified
6/9/2015 9:08:33 AM
Creation date
6/4/2015 5:22:10 PM
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Template:
CC Index
CC Index - Document Type
Agenda Packet
Meeting Type
Joint
Agency Type
City Council and Successor Agency and Public Financing Authority
Date
6/8/2015
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MuniServices is required to disclose information contained in, or derived from, those sales, transaction, and use tax records only to an officer or employee of the City who is authorized by resolution to examine the information. MuniServices is prohibited from performing consulting services for a retailer during the term of this Agreement. MuniServices is prohibited from retaining the information contained in, or derived from, those sales, transaction, and use tax records, after the Agreement has expired. The Agreement, and MuniServices’ and City’s obligations with respect to confidentiality of taxpayer data pursuant to the Bradley Burns Revenue and Taxation Code shall continue until final payment for all services rendered. <br /> <br />Legislative and Regulatory Updates MuniServices as part of its Sales and Use Tax Service monitors proposed state and federal legislation to identify issues affecting the City's Sales and Use Taxes and Transactions and Use Tax revenues, and, if justified, make recommendations to the City and its lobbyists. Our government relations advocacy work with respect to sales and use taxes is supported with a full research unit and advocacy team. <br />Consultation MuniServices provides ongoing consultation services aimed at maintaining and enhancing Sales Tax revenues, covering such topics as revenue forecasting, statewide trends, opportunity and threat identification to the City. MuniServices often provides expert speakers on technical and legislative topics for municipal meetings and will be available to present updates to the City. MuniServices does all of this at no extra charge. <br />Sales Tax Analysis & Reporting Services (STARS) and Forecasting Our Sales and Use Tax Analysis Reporting Service (STARS) and forecasting service provides revenue information in a way that allows a better understanding of the revenue base and the associated economic dynamics for client jurisdictions. The information flows from business-level details through varying levels of classifications to the City-wide aggregations historically, in the present and in the future by way of multi-year projections. Taken together, the comprehensive information empowers the City personnel with tools to make well-informed, short-term, mid-term and long-term budgeting decisions. The services directly tie budget decisions to actual cash and economic conditions. <br />Analysis In conjunction with MuniServices’ comprehensive SUTA service, MuniServices' Sales Tax Analysis Reporting Service (STARS) service includes three key features: STARS Digest, STARS Query System & Accompanying Database, Quarterly Sales Tax Review Meetings and Consulting. The majority of our clients utilize STARS as a critical tool for planning, forecasting and intelligence building on SUTA revenues. <br />STARS Digest <br />ATTY/AGR/2015.101/MUNISERVICE LLC <br />7.1.H. - Page 20
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