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Agmt15 MuniServices, LLC License and Revenue
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Agmt15 MuniServices, LLC License and Revenue
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Last modified
8/6/2019 5:07:09 PM
Creation date
6/17/2015 9:31:49 AM
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Template:
Agreement
Contractor Name
MuniServices, LLC
PROJECT NAME
Business License Compliance and Revenus Enhancement Services
RMP File Number
304
Date
7/16/2015
MO Ref
15-084
Amendment
Yes
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The STARS Digest is a summary that features a general analysis regarding statewide trends that <br /> may affect sales and use tax plus a specific analysis of sales and use tax composition, changes and <br /> performance. The STARS Digest will provide historical analysis of sales and use tax economic base <br /> and performance. Utilizing this vast database, MuniServices will also provide ad hoc analysis, geo- <br /> areas,custom reports,information and consulting services such as revenue forecasting and revenue <br /> presentations. <br /> STARS Query System & Accompanying Database <br /> The STARS Query System &Accompanying Database enables City staff to analyze the contribution <br /> of SUTA revenue from each taxpayer on an individual, grouped or sorted-order basis by business <br /> name, business type, permit number, size ranking, street address, development, shopping center, <br /> and geographic area. Reports may be generated by any year(i.e.calendar, fiscal,benchmark) or for <br /> any particular quarter for all periods stored in the historical database.All sales tax data processed <br /> by MuniServices is located on the Query System. Each business can be called up by account number, <br /> business name or address. Each geo-area and economic segment can be analyzed in total and by <br /> each individual business. Historical amounts for each account can be accessed through the Query <br /> System. <br /> MuniServices developed the Query System to be simple and user-friendly, incorporating different <br /> types of name and address searches to capture hard to find accounts. For example, the address <br /> search requires only the street name to enable the "auto-fill" feature that adds in the direction and <br /> proper abbreviation for the street type. The data will be provided in a format allowing staff to <br /> export SUTA information from the Query System. All queries may be exported and saved into .dbf <br /> or.xls formats. <br /> Quarterly Sales Tax Review Meetings & Consulting <br /> The Quarterly Sales Tax Review Meetings allow staff to meet with their MuniServices' Client <br /> Services Manager/Project Manager on an individualized basis to provide consulting services - the <br /> capstone of STARS value. MuniServices will meet with staff as frequently as desired to discuss <br /> forecasts and consulting reports that explain the revenue received from the SBE, which includes <br /> cash receipts analysis, regional comparison report, quarterly changes report, per capita charts, <br /> historical trend analysis, top 100 businesses, legislative and regulatory updates, and related other <br /> topics. <br /> Quarterly STARS Digest Executive Summary/Economic Outlook Newsletter <br /> The STARS Digest Executive Summary is the first of MuniServices'two-part quarterly newsletter for <br /> its clients. This Executive Summary contains a general economic overview of sales tax revenue <br /> trends and performance. The second part of the newsletter is the Economic Outlook report,which <br /> provides a review of national and regional economic news affecting sales tax revenue. The <br /> Economic Outlook report also provides an overview of macro and microeconomics information <br /> about,inflation,the job market,manufacturing activity,construction spending,etc. <br /> The Forecast <br /> Of the many exceptional reports MuniServices provides, the five-fiscal year sales and use tax <br /> forecast is the most valued by our Clients. Your dedicated Client Services Manager delivers an <br /> updated forecast every quarter. The forecast not only integrates business-level adjustments based <br /> on business-by-business projections, microeconomic trends from the data itself, macroeconomic <br /> trends from multiple sources, anomalies, future developments, and threatened business, but also <br /> integrates those adjustments into three forecast scenarios. The scenarios integrate with a month- <br /> ATTY/AGR/2015.101/MUNISERVICE LLC <br />
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