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AgdaPkt 2016-09-12 Closed and Joint SA PFA
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AgdaPkt 2016-09-12 Closed and Joint SA PFA
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Last modified
9/13/2016 11:52:14 AM
Creation date
9/12/2016 7:53:18 AM
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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
9/12/2016
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Redwood City UUT Agmt 080515 Exhibit A – Page 2 <br />5. Exemption Review: MuniServices will periodically review the exemption lists of the major service providers regarding non-residential customers. 6. Optional City Specific Compliance Reviews: At City’s option MuniServices will offer “city specific” reviews on a performance fee or other negotiated basis, only if the above activities or other factors would suggest that there is a reasonable need to do so. See Appendix A. <br />B. Administrative 1. UUT Payment History: MuniServices will provide the City, on a monthly or otherwise mutually agreed upon basis, with a spreadsheet reflecting the City’s UUT payments by provider and utility category (based on remittance data provided by the City to MuniServices). 2. Geocode Corrections: MuniServices will assist City and the utility service providers in correcting geocoding errors in response to taxpayer complaints. 3. UUT Website: Prepare and maintain an accurate copy of the City’s UUT ordinance and its administrative rules and interpretations on the uutinfo.org website including a link to the City’s web page (if desired), FAQ’s, and model forms for exemptions, registration, remittances and other tax compliance documents will be maintained on the www.uutinfo.org website. 4. Revenue Forecasts and Management Report(s): MuniServices will provide an annual report that outlines the year’s activities in review, revenue forecasts, YTD Comparison charts and revenue generated from compliance activities. This report contains an analysis of UUT revenues and a five- year revenue forecast on each of the utility business segments (electric, gas, CATV, wired telecom, wireless telecom, etc). 5. Tax Application Inquiries: MuniServices will provide technical assistance to City staff, and provide timely analysis and draft responses to tax application inquiries from utility companies, and will assist in responding to citizens regarding their utility bills and the computation of the UUT. <br />C. Revenue Protection and Enhancement 1. Legislative Review Services: MuniServices will monitor proposed state and federal legislation to identify issues affecting the City’s UUT or utility franchise revenues, and, make recommendations to client cities, their lobbyists, and other potential stakeholders or municipal advocates and otherwise assist in developing effective consensus positions and coordinated advocacy. 2. Compliance with AB 1717 (Prepaid wireless): Law Firm and MuniServices will assist the City in meeting the requirements of the new state law on the collection of the UUT, including establishing statutory eligibility and satisfying the requirements of the Board of Equalization per AB 1717. a) Whereas, AB 1717 was enacted with an effective date of January 1, 2015, and a collection date commencing January 1, 2016, and establishes a statewide method of collecting the City’s UUT on prepaid wireless services; b) Whereas, AB 1717 imposes certain restrictions on third party consultants of the City who are designated and authorized by the City to examine certain Board of Equalization (hereinafter “BOE”) documents relating to the collection of the City’s utility users tax on prepaid wireless services, as covered by AB 1717; c) In order to satisfy those statutory requirements of AB 1717, the Parties agree to include those statutory requirements relating to MuniServices’ examination of BOE documents pertaining to the City’s prepaid wireless UUT, as follows: <br /> <br />ATTY/AGR/2015.175/MUNISERVICES INC. <br />REV: 08-20-15 RL <br />6.1.O. - Page 24
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