San Jose Ca.Gov
File #: 20-1636    Version: 1
Type: Consent Agenda Status: Agenda Ready
File created: 12/1/2020 In control: City Council
On agenda: 12/15/2020 Final action:
Title: Actions Related to Agreements for Revenue Enhancement Services.
Attachments: 1. Memorandum, 2. Resolution
...Title
Actions Related to Agreements for Revenue Enhancement Services.
...Recommendations
(a) Adopt a resolution authorizing the Director of Finance to negotiate and execute the following agreements with MuniServices LLC, dba Avenu MuniServices LLC, a Delaware Limited Liability Company (MuniServices) to provide:
(1) Sales and Use Tax revenue enhancement services and data analysis for the term of January 1, 2021 through June 30, 2023 at a maximum annual compensation not to exceed $200,000 in year 1 (for the prorated six month period through June 30, 2021), $400,000 in year 2, and $500,000 in year 3, with three two-year options to extend through June 30, 2029, at a maximum annual compensation not to exceed $500,000 for each additional optional year subject to the City Council’s annual appropriation of funds;
(2) Telephone Line Tax, Utility Users Tax, and Franchise Fee compliance services for the term of January 1, 2021 through June 30, 2023 at a maximum annual compensation not to exceed $87,500 in year 1 (for the prorated six month period through June 30, 2021) and $175,000 for each additional contract year thereafter, with three two-year options to extend through June 30, 2029, at the same rate of compensation for each additional optional year, subject to the City Council’s annual appropriation of funds; and
(3) Lodging Taxes and Fees compliance services for the term of January 1, 2021 through June 30, 2023 at a maximum annual compensation not to exceed $38,500 in year 1 (for the prorated six month period through June 30, 2021) and $77,000 for each additional contract year thereafter, with three two-year options to extend through June 30, 2029, at the same rate of compensation for each additional optional year subject to the City Council’s annual appropriation of funds.
(b) Adopt a resolution authorizing MuniServices to examine all Sales and Use Tax records of the California Department of Tax and Fee Administration (including Transaction and Use Tax records) for t...

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