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Agmt05 MBIA Muniservices- Revenue Enhancement
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Agmt05 MBIA Muniservices- Revenue Enhancement
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Last modified
4/17/2008 3:26:05 PM
Creation date
3/21/2005 9:30:42 AM
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Agreement
Contractor Name
MBIA Muniservices
PROJECT NAME
revenue enhancement services
RMP File Number
304.5
Date
3/2/2005
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<br />SALES/USE TAX ANALYSIS & REPORTING SERVICE (STARS) ADDENDUM <br /> <br />Objectives and Methods <br /> <br />MMC's STARS Digest provides a summary that features a general analysis regarding statewide <br />trends that: may affect the City's sales tax plus a specific analysis of the City's sales tax <br />composition, changes and performance, Report graphically illustrates the data and analysis <br />presented ¡n the Summary, Each MMC STARS Digest includes the Quarterly Management <br />Summary, 'The MMC STARS Digest also includes specialized reports that provide analysis of <br />the City's sales tax economic base and performance for the latest complete quarter and <br />benchmark year, <br /> <br />Timing & Reports <br /> <br />MMC shall: <br /> <br />0 Provide the City with quarterly updated STARS Digests, <br /> <br />0 Install the STARS Query System on a City designated PC <br /> <br />0 Update quarterly the City's sales tax registration and allocation data from the <br />State Board of Equalization (SBE) from MMC's proprietary STARS Query <br />System on IBM compatible PCs with Microsoft Access export capacity. (note: <br />STARS is provided in encrypted formats) <br /> <br />0 Train authorized City staff in the use of the STARS Query System. <br /> <br />QUARTERLY STARS DIGEST <br /> <br />MMC will provide the City with quarterly updated bound STARS Digests including accounts from <br />which the City receives sales tax revenue. The primary reports included in the STARS Digest <br />are: <br /> <br />0 Allocation Summary - Reconciles SBE advances, cleanup payments and pool <br />allocations with budget projections to assist the City with revenue forecasting <br />and receipt monitoring, <br /> <br />0 Cash Analysis - Quarterly aberrations due to SBE audits, fund transfers, and <br />other causes are also identified and analyzed for budget planning and <br />revenue forecasting purposes, <br /> <br />0 Top 100 Five-Year - Historical performance of the top 100 accounts comparing <br />current benchmark year ranking and sales tax produced with that of prior <br />years, <br /> <br />0 Top 100 Detail - Sales tax performance of the City's top 100 sales tax accounts <br />is shown in order of sales tax produced with the results for the most recent <br />five quarters prominently displayed. The proportion of City sales tax <br />produced is also shown by each account. <br />
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