Agmt25 Hinderliter, de Llamas and Associates Amendment No.3

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REV: 08-29-25 MI Exhibit “A” SCOPE OF SERVICES AND FEE SERVICES – Sales and Use Tax Consultant will provide the following services. 1. Sales and Use Tax and Economic Analysis/Forecasting Services/Reports 1.1.Establish a special database identifying the name, address, and quarterly allocations of all sales tax producers within the City. This database will be utilized to generate special reports to 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. 1.2.Provide periodic updated reports to City 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 by in person or virtually with City. 1.3.Shall additionally provide following each calendar quarter a summary analysis for City to share with Council Members, Chamber 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 individual tax records. 1.4.Establish a special database with California Department of Tax and Fee Administration (“CDTFA”) registration data for businesses within applicable district boundaries holding seller’s permit accounts. 1.5.Periodically license for the limited, non-exclusive, non-transferable use by City’s staff certain of Consultant’s web-based sales, use and/or transactions tax program(s) containing sellers permit, registration, allocation and related information for business outlets within City’s jurisdiction registered with the CDTFA. 1.6.Provide periodic updated reports endeavoring to identify and assist with budget forecasting (i) changes in allocation totals by individual businesses, business groups and categories, and (ii) aberrations due to State audits, fund transfers, and receivables, along with late or double payments. 2. Allocation and Audit Recovery Services 2.1.Conduct (when mutually agreed with City) initial and on-going sales and ATTY/AGR.2025/Amend.No.3/Hinderliter, de Llamas and Associates (Amendment No.3) (Page 4 of 15)