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 First Amendment to the Consultant Services Agreement with HdL Companies for Sales and Use Tax auditing, Information services, Quarterly sales tax reporting and Revenue projection analysis (Forecasting) and auditing sales tax records:
1. Approve the First Amendment to the Consultant Services Agreement with HdL Companies for Sales and Use Tax auditing, Information services, Quarterly sales tax reporting and Revenue projection analysis (Forecasting) and auditing sales tax records;
2. Authorize the City Manager, or designee, to sign the First Amendment to the Consultant Services Agreement with HdL Companies on behalf of the City.
Body
RECOMMENDATION
Staff recommends that City Council approve the First Amendment to the Consultant Services Agreement with HdL Companies to incorporate required provisions pertaining to Confidentiality Information under Section 7056 of the State of California Revenue and Taxation Code into the Agreement as requested by the California Department of Tax and Fee Administration (CDTFA).
EXECUTIVE SUMMARY
Approval of the First Amendment to the Consultant Services Agreement is required by CDTFA for HdL Companies to have access and examine all services corresponding to sales tax records both the Bradley-Burns 1% from the State transactions and use tax and Fresno Clean and Safe Neighborhood Parks Tax - Measure P transactions and use tax ordinance.
BACKGROUND
The CDTFA received the City of Fresno's Resolutions approved by Council on February 1, 2024 that authorized HdL Companies to examine all of the sales and transactions and use tax records of the Agency pertaining to all sales and use taxes collected for City and a...
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