CITY OF MENIFEE
SUBJECT: Authorization of Representatives for Access to Sales and Use Tax and Transaction and Use Tax Records
MEETING DATE: June 5, 2024
TO: Mayor and City Council
PREPARED BY: Margarita Cornejo, Deputy Finance Director REVIEWED BY: Travis Hickey, Chief Financial Officer
APPROVED BY: Armando G. Villa, City Manager
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RECOMMENDED ACTION
1. Adopt a resolution authorizing the examination of the City’s sales and use tax and transaction and use tax records.
DISCUSSION
Pursuant Revenue and Taxation Code Section 7270, the City entered into a contract with the State Board of Equalization (“Board”) to perform all functions related to the administration and operation of the sales and use tax and the transaction and use tax, Ordinance No. 2016-199. The City is required to adopt a resolution, designating authorized representatives to examine the City’s sales and use tax and transaction and use tax records that are generated and maintained by the Board. Occasionally, as positions and employees change within the City, it becomes necessary to update this resolution. The latest resolution adopted for this purpose was Resolution No.20- 934 adopted on June 15, 2020.
The proposed resolution would authorize the City Manager, Assistant City Manager, Chief Financial Officer (CFO), Deputy Finance Director, other officers or employees so designated, and Hinderliter, de Llamas (HdL) Company, the City’s independent sales tax consultant, to receive correspondence from the Board and to receive sales and use tax and transaction and use tax data from the board for analytic purposes.
STRATEGIC PLAN OBJECTIVE
Thriving Economy
City of Menifee Staff Report
Examination of the City's Sales, Transaction & Use Tax Records June 5, 2024
2 2
1 7
FISCAL IMPACT
There is no fiscal impact associated with the recommended action.
ATTACHMENTS
1. Resolution