AGENDA TITLE:
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Adopt a Resolution Authorizing the City Manager to Execute the Professional Service Agreement with Hinderliter de Llamas and Associates of Brea, to Provide Sales, Use and Transaction Tax Services for the City and Measure L, Transient Occupancy Tax Administration (TOT), Short-Term Rental Administration Services and Business License Registration (FIN)
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MEETING DATE:
August 21, 2024
PREPARED BY:
Melissa Munoz, Accounting Manager
recommendation
RECOMMENDED ACTION:
Adopt a resolution authorizing the City Manager to execute the Professional Services Agreement with Hinderliter de Llamas and Associates of Brea, to provide Sales, Use and Transaction Tax Services for the City and Measure L, Transient Occupancy Tax Administration (TOT), Short-Term Rental Administration Services and Business License Registration.
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BACKGROUND INFORMATION:
Hinderliter de Llamas and Associates (HdL) provided sales tax audit, economic analysis, recovery and consulting services to the City of Lodi for over 30 years. HdL is the preeminent provider of these services in California due to their years of experience, established relationships, and interface with the California Department of Tax and Fee Administration (CDTFA).
In June 2017, the City Council approved a five-year agreement with HdL to continue performing sales tax audit, economic analysis, recovery and consulting services. The agreement originally set to expire on May 31, 2022 was extended to May 31, 2024 inclusive of all additional services discussed in this report. In January 2019, the City Council approved Amendment No. 1 adding Transaction and Use Tax Services for Measure L. HdL's service in assistance with forecasting economic activity and auditing business activity for the purpose of revenue recovery was critical to the success of Measure L. These services help ensure the Measure L tax is being uniformly collected on eligible transactions, the businesses are treated equally und...
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