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Agmt21 MuniServices SUTA Continuation Agreement
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Agmt21 MuniServices SUTA Continuation Agreement
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Last modified
1/27/2021 3:17:57 PM
Creation date
1/27/2021 3:12:15 PM
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Agreement
Contractor Name
MuniServices, LLC
PROJECT NAME
SUTA continuation
RMP File Number
304.5
Date
1/15/2021
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The STARS Digest is a summary that features a general analysis regarding statewide trends that <br />may affect sales and use tax plus a specific analysis of sales and use tax composition, changes and <br />performance. The STARS Digest will provide historical analysis of sales and use tax economic base <br />and performance. Utilizing this vast database, MuniServices will also provide ad hoc analysis, geo- <br />areas, custom reports, information and consulting services such as revenue forecasting and revenue <br />presentations. <br />STARS Query System & Accompanying Database <br />The STARS Query System & Accompanying Database enables City staff to analyze the contribution <br />of SUTA revenue from each taxpayer on an individual, grouped or sorted -order basis by business <br />name, business type, permit number, size ranking, street address, development, shopping center, <br />and geographic area. Reports may be generated by any year (i.e. calendar, fiscal, benchmark) or for <br />any particular quarter for all periods stored in the historical database. All sales tax data processed <br />by MuniServices is located on the Query System. Each business can be called up by account number, <br />business name or address. Each geo-area and economic segment can be analyzed in total and by <br />each individual business. Historical amounts for each account can be accessed through the Query <br />System. <br />MuniServices developed the Query System to be simple and user-friendly, incorporating different <br />types of name and address searches to capture hard to find accounts. For example, the address <br />search requires only the street name to enable the "auto -fill" feature that adds in the direction and <br />proper abbreviation for the street type. The data will be provided in a format allowing staff to <br />export SUTA information from the Query System. All queries may be exported and saved into Abf <br />or .xls formats. <br />Quarterly Sales Tax Review Meetings & Consulting <br />The Quarterly Sales Tax Review Meetings allow staff to meet with their MuniServices' Client <br />Services Manager/Project Manager on an individualized basis to provide consulting services - the <br />capstone of STARS value. MuniServices will meet with staff as frequently as desired to discuss <br />forecasts and consulting reports that explain the revenue received from the SBE, which includes <br />cash receipts analysis, regional comparison report, quarterly changes report, per capita charts, <br />historical trend analysis, top 100 businesses, legislative and regulatory updates, and related other <br />topics. <br />Quarterly STARS Digest Executive Summary/Economic Outlook Newsletter <br />The STARS Digest Executive Summary is the first of MuniServices' two-part quarterly newsletter for <br />its clients. This Executive Summary contains a general economic overview of sales tax revenue <br />trends and performance. The second part of the newsletter is the Economic Outlook report, which <br />provides a review of national and regional economic news affecting sales tax revenue. The <br />Economic Outlook report also provides an overview of macro and microeconomics information <br />about, inflation, the job market, manufacturing activity, construction spending, etc. <br />The Forecast <br />Of the many exceptional reports MuniServices provides, the five -fiscal year sales and use tax <br />forecast is the most valued by our Clients. Your dedicated Client Services Manager delivers an <br />updated forecast every quarter. The forecast not only integrates business -level adjustments based <br />on business -by -business projections, microeconomic trends from the data itself, macroeconomic <br />trends from multiple sources, anomalies, future developments, and threatened business, but also <br />integrates those adjustments into three forecast scenarios. The scenarios integrate with a month- <br />ATTY/AGR12015.1011MUNISERVICE LLC <br />ATTY/AGR.2020.268/MuniServices LLC (Page 30 of 35) <br />
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