AgdaPkt 2016-09-12 Closed and Joint SA PFA

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Redwood City UUT Agmt 080515 Exhibit A – Page 1 EXHIBIT A – SCOPE OF SERVICES and COMPENSATION ATTACHMENT 1 Utility Users Tax Compliance, Administrative and Revenue Protection Program MuniServices, LLC (“MuniServices”) agrees to provide the City with certain professional services in furtherance of a comprehensive utility users tax/franchise compliance and revenue protection program ("Program"), with broad participation by California public agencies, that is designed to preserve, protect, and enhance the City’s utility users tax (“UUT”) revenues. Article 1-Objectives and Methods MuniServices UUT Program, described below, will provide a broad range of compliance, administrative and protective services (including the legal services of the City’s outside counsel, Donald H. Maynor, A Professional Law Corporation (“Law Firm”), that will allow the City to preserve, protect and enhance their UUT revenues focusing on three areas: • Compliance • Administrative • Revenue Protection and Enhancement Article 2-UUT Program Scope of Work A. Compliance 1. UUT Tax Application Review: MuniServices will conduct a “focused compliance review of the major service utility providers on behalf of one or more cities to assure that the providers “tax application” decisions are correct on a system-wide basis, to the benefit of all client cities. 2. UUT Payment Review: Identification of possible gaps in payments, irregularities, calculation mistakes (e.g., wrong tax rate), and other payment errors, if City provides MuniServices with regular UUT payment history. MuniServices will assist the City with the appropriate compliance correspondence and enforcement actions. 3. Comparative Analysis of UUT Payment: MuniServices will assure that the UUT payments are correct by performing a comparative analysis of a service provider’s UUT payments with your City and other neighboring client cities, as well as using industry market share data. MuniServices will also perform a comparative analysis of the franchise UUT payments for gas and electricity. 4. Detection: a. MuniServices will annually update its proprietary database of “new telecom service providers” and send out a PUC 799 notice letter to such new providers on City’s behalf. The current list exceeds 1,500 providers. b. MuniServices will annually update its proprietary database of new “video service providers” and send out a notice letter to such new providers on the City’s behalf. c. MuniServices will annually review the SB 278 lists of the major gas and electric companies to identify new non-core gas and direct access electric customers, as well as new third party providers, and take appropriate steps to assure that the UUT is being applied to “commodity” purchases. ATTY/AGR/2015.175/MUNISERVICES INC. REV: 08-20-15 RL 6.1.O. - Page 23