Welcome to Scribd. Sign in or start your free trial to enjoy unlimited e-books, audiobooks & documents.Find out more
Download
Standard view
Full view
of .
Look up keyword
Like this
1Activity
0 of .
Results for:
No results containing your search query
P. 1
20081103_Alameda County Sales and Utilitity Users Tax Audits

20081103_Alameda County Sales and Utilitity Users Tax Audits

Ratings: (0)|Views: 18|Likes:
Published by Mark Dierolf
A 2008 report to the Alameda County Supervisors on the audit of local taxpayers to enforce sales and utility users tax collection.
A 2008 report to the Alameda County Supervisors on the audit of local taxpayers to enforce sales and utility users tax collection.

More info:

Published by: Mark Dierolf on Jul 04, 2013
Copyright:Attribution Non-commercial No-derivs

Availability:

Read on Scribd mobile: iPhone, iPad and Android.
download as PDF, TXT or read online from Scribd
See more
See less

09/05/2014

pdf

text

original

 
Agenda
# ,
December
9,
2008
COUNTY
ADMINISTRATOR
November
3,
2008
DONNA LINTONSUSAN
S.
MURANISHI
ASSISTANTCOUNTY
ADMINISTRATORCOUNTY
ADMINISTRATOR
Honorable Board
of
SupervisorsCounty
of
Alameda
1221
Oak Street, Suite 536Oakland, CA 94612-4305Dear Board Members:SUBJECT: AWARD CONTRACTS TO HINDERLITER, DE LLAMAS, AND TAXCOMPLIANCE SERVICES FOR TAX AUDIT SERVICES, REQUEST FORPROPOSAL (RFP) NO. 900441; AMOUNT: $500,000RECOMMENDATION:Authorize the Purchasing Agent to negotiate and sign Master Contract No. 900441 with thefollowing contractors
to
provide tax audit services. The total cost over the term
of
this three-yearcontract is estimated to be $500,000. Contract terms shall begin on approximately December
1,
2008, and end on approximately October 31,
2011,
with the option to renew each contract fortwo one-year terms.
1.
Hinderliter, de Llamas, 1340 Valley Vista Drive, Suite 200, Diamond Bar, CA (Lloyd deLlamas, President); Category: Transaction and User Tax Audits; amount not to exceed$230,000; and
2.
Tax Compliance Services, 1637 Bumingtree, Thousand Oaks,
CA
(James N. Thompson,Owner); Category: Utility User Tax Audit; amount not to exceed $270,000.DISCUSSION/SUMMARY:Alameda County has an ongoing need to recover lost tax revenues by auditing Transaction(sales), User Tax receipts, and Utility User Tax receipts. Auditors identify, monitor, and arrangefor the collection
of
taxes from individuals, businesses, and utility companies that havefailed to pay these taxes by not reporting them at all, have under paid these taxes by underreporting them or to correct errors
if
the taxes were billed improperly. These tax audits arehighly specialized and generate additional revenue for the County.
1221
OAK
STREET.
SUITE
555
OAKLAND, CALIFORN IA
94612
(510)
272-6984
FAX
(510) 272-3784
 
Honorable Board Members
-2-
November 3, 2008Section 7056
of
the Revenue and Taxation Code requires that the legislative body
of
city orcounty pass a resolution that authorizes such a representative to have access to confidential salesand use tax records held by the Board
of
Equalization (BOE). Once the contract has been signedwe will return to your Board with a resolution for your approval to submit to the
BOE
that willallow the contractor to audit tax records for the County.
SELECTION CRITERIAIPROCESS:
The
County Administrator's Office has determined that the County does not currently havesufficient resources required
to
audit the Transaction (sales)
and
User Tax and the Utility User
Tax.
The
County Administrator's Office worked with GSA-Purchasing
and
issued a Request forInterest (RFI)
to
over twenty-six contractors comprised mainly
of
those
in
the SLEB LocalVendor Database. The
RFI
was posted on the GSA Current Contracting Opportunities 'websitefor five months
and
resulted
in
eight responses. A Requestfor Proposal (RFP) was developed
and
mailed August
11,
2008 to those eight vendors responding to the RFI,
to
the current vendors,and one previous bidder. The RFP was posted on the County's website for
24
days
and
advertised
in
15
local
and
ethnic newspapers
and
the local Chambers
of
Commerce. Anetworking bidder's conference was held 10 days after the RFP was issued
and was
attended byone firm. Three vendor responses to the RFP were received
All
three met the bid requirements.
The
RFP was unbundled into the two categories, Transaction
and
User Tax Audit,
and
theUtility User Tax Audit, thus providing bidders an opportunity to submit a proposal for bothcategories, or only one category in which they specialize
and
meet all local, State,
and
Federalrequirements.
The
three bidders responding to the RFP are located outside
of
Alameda County.
In
theirproposal responses all three bidders requested a SLEB waiver.
The
Office
of
Acquisition Policygranted a SLEB waiver
to
the highest scoring bidder in each category. Waiver requests werebasedontheState Board
of
Equalizationrequirementthatthevendorswhoprovidethesespecific tax audit services are not allowed
to
share this information with any vendor working
in
the private sector
and
the expertise required
to
obtaining information
and
receipts from utilitycompanies.
The
County Selection Committee (CSC) who evaluated the proposals was made
up
of
representativesfromtheCountyAuditor'sOffice, Office
of
theTreasurer-TaxCollector,
and
theCounty Administrator's Office. The evaluation criteria included completeness
of
response,financial stability, understanding
of
project, methodology, implementation plan and schedule,relevant experience, references, cost,
and
oral presentation
and
interview. Each tax categorywas evaluated separately. A total
of
five hundred points was possible
for
each tax category.
The
two vendors being recommended met the RFP minimum requirements
and
were rankedhighest
in
the category in which they
bid
The
third vendor, MuniServices, did not receive thehighest score in their category
and
is
not being recommendedfor award

You're Reading a Free Preview

Download
scribd
/*********** DO NOT ALTER ANYTHING BELOW THIS LINE ! ************/ var s_code=s.t();if(s_code)document.write(s_code)//-->