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HomeMy WebLinkAboutAGENDA REPORT 2024 0515 CCSA REG ITEM 10CCITY OF MOORPARK, CALIFORNIA City Council Meeting of May 15, 2024 ACTION APPROVED STAFF RECOMMENDATION, INCLUDING ADOPTION OF RESOLUTION NO. 2024- 4242. (UNANIMOUS ROLL CALL VOTE) BY A. Hurtado. C. Consider Resolution Amending Authorized Access of City Officials to Sales and Use Tax Records and Rescinding Resolution No. 2024-4229. Staff Recommendation: Adopt Resolution No. 2024-4242 and rescind Resolution No. 2024-4229. (Staff: Hiromi Dever, Interim Finance Director) (ROLL CALL VOTE REQUIRED) Item: 10.C. Item: 10.C. MOORPARK CITY COUNCIL AGENDA REPORT TO: Honorable City Council FROM: Hiromi Dever, Interim Finance Director DATE: 05/15/2024 Regular Meeting SUBJECT: Consider Resolution Amending Authorized Access of City Officials to Sales and Use Tax Records and Rescinding Resolution No. 2024-4229 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 and employees, and also to contracted firms, of local jurisdictions who are designated by resolution of the legislative body. DISCUSSION Resolution No. 2024-4229, adopted March 6, 2024, was the last update to the list of City officers or employees who are allowed to access this information. Due to the confidential nature of the sales and use tax information and since the Mayor and City Council Members are considered members of the public and may be business owners themselves, it is recommended they be removed from accessing the information. The following revision has been made to delete the Mayor and City Council Member positions: Administrative Services Director Assistant City Manager Assistant to the City Manager Budget and Finance Manager City Manager Community Development Director Economic Development Manager Finance/Administrative Services Director Finance Director Mayor and City Council Members 52 Honorable City Council 05/15/2024 Regular Meeting Page 2 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, Hinderliter, de Llamas & Associates, that receives, reviews, and analyzes this data on the City’s behalf. The proposed resolution limits the use of this information to municipal revenue forecasting and verification. ENVIRONMENTAL DETERMINATION This action is exempt from the California Environmental Quality Act (CEQA) as it does not constitute a project, as defined by Section 15378 of the State CEQA Guidelines. Therefore, no environmental review is required. FISCAL IMPACT None. COUNCIL GOAL COMPLIANCE This action does not support a current strategic directive. STAFF RECOMMENDATION (ROLL CALL VOTE REQUIRED) Adopt Resolution No. 2024-____ and rescind Resolution No. 2024-4229. Attachment: Draft Resolution No. 2024-____ 53 RESOLUTION NO. 2024-____ 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. 2024-4229 WHEREAS, it is necessary for City officials to receive and review sales and use tax information from the State Board of Equalization; and WHEREAS, on March 6, 2024, the City Council adopted Resolution No. 2024- 4229 identifying City officials authorized to receive and review sales and use tax information; and WHEREAS, based on organizational changes, the list of authorized City officials requires revision. NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF MOORPARK DOES HEREBY RESOLVE 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 City Manager Assistant to the City Manager Budget and Finance Manager City Manager Community Development Director Economic Development Manager Finance/Administrative Services Director Finance Director SECTION 2. The City Manager may choose to designate other City Officials other than those listed above. SECTION 3. 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 4. 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 ATTACHMENT 54 Resolution No. 2024-____ 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 resolution to examine the information; and C. Is prohibited by that contract from performing consulting service for a retailer during the term of the 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 5. 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 6. Resolution No. 2024-4229 is hereby rescinded. SECTION 7. The City Clerk shall certify to the adoption of this resolution and shall cause a certified resolution to be filed in the book of original resolutions. PASSED AND ADOPTED this 15th day of May, 2024. Chris R. Enegren, Mayor ATTEST: ___________________________________ Ky Spangler, City Clerk 55