HomeMy WebLinkAboutAGENDA REPORT 2002 0918 CC REG ITEM 11G1TEM I I • U •
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MOORPARK CITY COUNCIL
AGENDA REPORT
TO: Honorable City Council
FROM:
Julie C.T.
Hernandez,
Senior Management Analyst -'t,
DATE:
September
11, 2002 (CC
Meeting of 9/18/02)
SUBJECT: Consider Resolution No. 2002- Authorizing
Access to Sales and Use Tax Records
BACKGROUND
The State Board of Equalization collects confidential sales and
use tax information from local businesses. Access to this
information is restricted by Revenue and Taxation Code Section
7056 to officers or employees, and also to contracted firms, of
local jurisdictions who are designated by a resolution of the
legislative body of the jurisdiction.
Resolution 95 -1108, adopted April 5, 1995, was the last update
to the list of City officers or employees who are allowed access
to this information. As this list is outdated due to changes in
City staff position titles and duties, an updated resolution is
necessary.
DISCUSSION
The proposed updated resolution reflects the titles of those
City officers or employees who may need access to the
confidential sales and use tax information in order to
effectively carry out their job duties. It also continues to
contain the name of the City's contracted firm, HdL and
Associates, that receives, reviews and analyzes this information
on the City's behalf. The proposed resolution limits the use of
this information to municipal revenue forecasting and
verification.
Sales Tax Access Resolution
09/11/02
Page 2 of 2
STAFF RECOMMENDATION
Approve Resolution No. 2002- updating the list of City
positions that are authorized access to confidential sales and
use tax records, and rescinding Resolution No. 95 -1108.
RESOLUTION NO. 2002-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY
OF MOORPARK, CALIFORNIA, AUTHORIZING ACCESS
TO SALES AND USE TAX RECORDS PURSUANT TO
REVENUE AND TAXATION CODE SECTION 7056 AND
RESCINDING RESOLUTION NO. 95 -1108.
WHEREAS, it is necessary for city officials to receive and
review sales and use tax information from the State Board of
Equalization:
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF MOORPARK
DOES HEREBY RESOLVE, DETERMINE AND ORDER AS FOLLOWS:
SECTION 1. The following City officials are hereby
authorized to receive and review sales and use tax information
from the State Board of Equalization:
Administrative Services Director
Assistant to the City Manager /City Clerk
Assistant City Manager
Budget and Finance Manager
City Council Members
City Manager
Deputy City Manager
Economic Development /Redevelopment Manager
Finance Officer
Senior Management Analyst
SECTION 2. The following independent contractor for the
City of Moorpark is hereby also authorized to receive and review
sales and use tax data received from the State Board of
Equalization:
Hinderliter, de Llamas & Associates
SECTION 3. The City of Moorpark hereby certifies that
Hinderliter, de Llamas & Associates:
A. Has a current confidentiality contract with the
City to receive and examine sales and use tax records; and,
Resolution No. 2002 -
Page 2
B. Is required by that contract to disclose
information contained in or derived from, those sales and use
tax records only to an officer or employee of the City who is
authorized by the resolution to examine the information; and,
C. Is prohibited by that contract from performing
consulting service for a retailer during the term of that
contract, and,
D. Is prohibited by that contract from retaining the
information contained in, or derived from, those sales and use
tax records after that contract has expired.
SECTION 4. Information obtained by examination of Board
records shall be used only for purposes related to the
collection of local sales and use taxes by the Board for
municipal revenue forecasting and verification.
SECTION 5. Resolution No. 95 -1108 is hereby rescinded.
SECTION 6. The City Clerk shall certify to the adoption
of this Resolution, cause a certified resolution to be filed in
the book of original Resolutions and send a certified copy to
the State Board of Equalization.
PASSED AND ADOPTED this 18th day of September, 2002.
Patrick Hunter, Mayor
ATTEST:
Deborah S. Traffenstedt, City Clerk