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6.A. - Page 20 of 80 <br />3. CONSULTANT shall prepare and submit to the Department of Tax and Fee <br />Administration all information necessary to correct any allocation errors and <br />deficiencies that are identified, and shall follow-up with the individual businesses <br />and the California Department of Tax and Fee Administration to ensure that all <br />back quarter payments due the CITY are recovered. <br />D. DATA BASE MANAGEMENT, REPORTS AND STAFF SUPPORT <br />1. CONSULTANT shall establish a database containing all applicable Department <br />of Tax and Fee Administration (CDTFA) registration data for each business within <br />the Measure "RR" District boundaries holding a seller's permit account. Said <br />database shall also identify the quarterly transactions and use tax allocations <br />under each account for the most current and previous quarters where available. <br />2. CONSULTANT shall provide updated reports each quarter identifying changes in <br />allocation totals by individual businesses, business groups and by categories. <br />Quarterly aberrations due to State audits, fund transfers, and receivables, along <br />with late or double payments, will also be identified. Quarterly reconciliation <br />worksheets to assist finance officer with budget forecasting will be included. <br />3. CONSULTANT shall advise and work with CITY Staff on planning and economic <br />questions related to maximizing revenues, preparation of revenue projections and <br />general information on sales, transactions and use tax questions. <br />4. CONSULTANT shall make available to CITY the HdL proprietary software <br />program and Measure "RR" database containing all applicable registration and <br />quarterly allocation information for CITY business outlets registered with the <br />Department of Tax and Fee Administration. The database will be updated <br />quarterly. <br />E. CONSULTING AND OTHER OPTIONAL SERVICES <br />From time to time, City may request and Contractor may agree to consult with CITY <br />staff, including without limitation, regarding (i) technical questions and other issues <br />related to sales, use and transactions tax; (ii) utilization of reports to enhance <br />business license collection efforts; and (iii) sales tax projections for proposed <br />annexations, economic development projects and budget planning. In addition to the <br />foregoing optional consulting services, from time to time, City may request and <br />Contractor may agree to perform other optional Services, including without limitation, <br />negotiating/review of tax sharing agreements, establishing purchasing corporations, <br />and meeting with taxpayers to encourage self-assessment of use tax. <br />F. BUSINESS LICENSE CONSULTING SERVICES <br />1. Consultant shall provide compliance Services. Consultant shall: 1) Identify and <br />register businesses which are subject to licensure or taxation, 2) collect known debt <br />as pertains to business license or tax, and 3) identify under -reported tax liability. <br />1.1. Discovery Services <br />Consultant shall: <br />REV: 12-07-2020 EI <br />ATfY/AGR.2020.284/Hinderliter, de Llamas and Associates (HdL) (Page 13 of 17) 29 <br />