REPORT TO THE CITY COUNCIL
FROM: HENRY FIERRO, Budget Director
Budget and Management Studies Department
BY: PEDRO RIVERA, Budget Manager
Budget and Management Studies Department
ERLYN NERI, Senior Budget Analyst
Budget and Management Studies Department
SUBJECT
Title
Actions pertaining to the RFP for FY 2025 Consultant Services for Sales and Use Tax auditing, Information services, Quarterly sales tax reporting and Revenue projection analysis (Forecasting) and auditing sales tax records:
1. *** RESOLUTION - Adopt Resolution designating and authorizing HdL Companies to examine all of the sales or transactions and use tax records collected for the City: Bradley-Burns 1% from the State transactions and use tax (Subject to Mayor's Veto)
2. ***RESOLUTION - Adopt Resolution designating and authorizing HdL Companies to examine all of the sales or transactions and use tax records for the City: Fresno Clean and Safe Neighborhood Parks Tax - Measure P .375% transactions and use tax (Subject to Mayor's Veto)
3. Approve a three (3) year consultant services agreement subject to two optional one-year extensions, exercised at the City's sole discretion with HdL Companies authorizing HdL Companies to perform sales and use tax auditing, information services, quarterly sales tax reporting and revenue projection analysis (forecasting) services; payment for audit services based on a percentage of corrected transactions plus up to $14,400 for management and reporting services (subject to an annual increase by the percentage increase in "CPI" for the preceding twelve-month period)
4. Authorize the Controller, or designee, to sign the consultant services agreement on behalf of the City.
Body
RECOMMENDATION
Staff recommends that City Council approve a consultant services agreement with HdL Companies and Resolutions in order for the CDTFA to grant release of sales tax records to HdL Companies that correspond to both the Bradley-Burns 1% from the St...
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