Agmt21 HDL - Laserfiche WebLink

Browse Search

EXHIBIT "A" SCOPE OF SERVICES AND FEE I. SCOPE OF SERVICES / CONFIDENTIALITY The CONSULTANT shall perform the following services (collectively, the "Services"): A. SALES TAX AND ECONOMIC ANALYSIS SERVICES CONSULTANT shall establish a special database that identifies the name, address and quarterly allocations of all sales tax producers within the CITY for the most current and all quarters back to fiscal year 1992-1993 or earlier, if the CITY has prior historical sales tax data available on computer readable magnetic media. This database will be utilized to generate special reports to the CITY on: major sales tax producers by rank and category, sales tax activity by categories, or business districts, identification of reporting aberrations, and per capita and outlet comparisons with regional and statewide sales. 2. CONSULTANT shall provide updated reports following each calendar quarter identifying changes in sales by individual businesses, business groups and categories and by geographic area. These reports may include, without limitation, quarterly aberrations due to State audits, fund transfers, and receivables along with late or double payments, and quarterly reconciliation worksheets to assist with budget forecasting. CONSULTANT shall meet quarterly with CITY. 3. CONSULTANT shall additionally provide following each calendar quarter a summary analysis for the CITY to share with Council Members Chambers of Commerce, other economic development interest groups and the public that analyze CITY'S sales tax trends by major groups, and geographic areas without disclosing confidential information. 4. CONSULTANT shall make available to CITY staff CONSULTANT's web -based sales tax computer software program containing sellers permit and quarterly allocation information for all in -city business outlets registered with the Department of Tax and Fee Administration and updated quarterly. This software shall allow CITY staff to search businesses by street address, account number, business name, business type and keyword, arrange data by geographic area, and print out a variety of reports. B. ALLOCATION AUDIT AND RECOVERY SERVICES REV: 12-07-2020 EI CONSULTANT shall conduct initial and on-going sales, use and transactions tax audits to identify and correct distribution and allocation errors, and to proactively affect favorable registration, reporting or formula changes thereby generating previously unrealized sales, use and transactions tax income for the CITY and/or recovering misallocated tax from previously properly registered taxpayers. Common errors that will be monitored and corrected include, but are not limited ATTY/AGR.2020.284/Hinderliter, de Llamas and Associates (HdL) (Page 11 of 17)