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City of San Leandro <br />Meeting Date: July 19, 2021 <br />Staff Report <br />Agenda Section:File Number:21-457 CONSENT CALENDAR <br />Agenda Number:8.I. <br />TO:City Council <br />FROM:Fran Robustelli <br />City Manager <br />BY:Susan Hsieh <br />Finance Director <br />FINANCE REVIEW:Susan Hsieh <br />Finance Director <br />TITLE:Staff Report for a City of San Leandro City Council Resolution Approving the City <br />Manager to Execute an Amendment and Novation Agreement with MuniServices <br />for Examination of Sales or Transactions and Use Tax Records <br />SUMMARY AND RECOMMENDATIONS <br />Staff recommends that the City Council authorize the City Manager to execute the Amendment <br />and Novation Agreement with Municipal Resource Consultants/ MuniServices, LLC, and adopt a <br />resolution authorizing Examination of Sales or Transactions and Use Tax Records. <br />BACKGROUND <br />California Revenue and Taxation Code Section 7056 authorizes the examination of confidential <br />sales and use tax data by officers or employees of local jurisdictions who are designated by <br />resolution of the legislative body of the jurisdiction. The review of confidential information is <br />governed by state law and sets certain requirements and conditions for the disclosure of sales <br />and use tax records. The City is also required to approve any sales tax consulting firms hired by <br />the City to view sales tax collection information. State law also establishes criminal penalties for <br />the unlawful disclosure of sales and use tax information. <br />In 1992, the City entered into an agreement with Municipal Resource Consultants (MRC) for sales <br />tax consulting services including quarterly reporting, specific advice and transactions <br />examination. In 1998, MRC was acquired and combined with other entities forming what is <br />known today as MuniServices, LLC. <br />Due to various acquisitions over the years, MuniServices, LLC has operated under various <br />“doing business as” names during its time as the sales tax consultant for the City. MuniServices <br />was recently notified by the California Department of Tax and Fee Administration’s (CDTFA) <br />legal department that based on its review of the contract between the City and MuniServices, LLC <br />the contract name must be updated to reflect the full parent company name, MuniServices, LLC. <br />Page 1 City of San Leandro Printed on 7/15/2021 <br />765