HomeMy WebLinkAboutRESO 10316RESOLUTION NO. 10316
A Resolution of the City Council of the City of Palo Alto Authorizing
Examination of Sales or Transactions and Use Tax Records
WHEREAS, pursuant to Ordinance Number 2756, the City of Palo Alto (City) entered into a contract
with the California Department of Tax and Fee Administration (Department) to perform all functions
incident to the administration and collection of sales and use taxes; and
WHEREAS, pursuant to Revenue and Taxation Code section 7270, the City entered into a contract
with the California Department of Tax and Fee Administration (Department) to perform all functions
incident to the administration and collection of transactions and use taxes; and
WHEREAS, the City Council of the City of Palo Alto deems it desirable and necessary for authorized
officers, employees and representatives of the City to examine confidential sales or transactions and
use tax records of the Department pertaining to sales or transactions and use taxes collected by the
Department for the City pursuant to that contract; and
WHEREAS, Section 7056 of the California Revenue and Taxation Code sets forth certain
requirements and conditions for the disclosure of Department records, and Section 7056.5 of the
California Revenue and Taxation Code establishes criminal penalties for the unlawful disclosure of
information contained in, or derived from, the sales or transactions and use tax records of the
Department;
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF PALO ALTO HEREBY
RESOLVES AS FOLLOWS:
Section 1. That the following listed employee titles, or other officer or employee of the City designated
in writing by the City Manager to the California Department of Tax and Fee Administration is hereby
appointed to represent the City with authority to examine sales or transactions and use tax records of
the Department pertaining to sales or transactions and use taxes collected for the City by the
Department pursuant to the contract between the City and the Department.
•City Manager
•Assistant City Manager
•Assistant to the City Manager
•Deputy City Manager
•Administrative Assistant, City Manager’s Office
•Administrative Services Director
•Assistant Director, Administrative Services Department
•Treasury Manager, Administrative Services Department
•Budget Manager, Administrative Services Department
•Principal Management Analyst, Administrative Services Department
•Senior Management Analyst, Administrative Services Department
•Management Analyst, Administrative Services Department
•Administrative Assistant, Administrative Services Department
•Administrative Associate II/III, Administrative Services Department
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Section 2. The information obtained by examination of Department records shall be used only for
purposes related to the collection of City sales or transactions and use taxes by the Department
pursuant to that contract, and for purposes related to the following governmental functions of the City:
(a)Budget revenue forecasting;
(b) Administration of the City’s tax programs; and
(c)Economic development activities
The information obtained by examination of Department records shall be used only for those
governmental functions of the City listed above.
Section 3. That Hinderliter de Llamas & Associates (HdL) is hereby designated to examine the sales or
transactions and use tax records of the Department pertaining to sales or transactions and use taxes
collected for the City by the Department. The person or entity designated by this section meets all of
the following conditions, which are also included in the contract between the City and the Hinderliter
de Llamas & Associates (HdL):
a)has an existing contract with the City to examine those sales or transactions and use tax records;
b)is required by that contract to disclose information contained in, or derived from, those sales or
transactions and use tax records only to the officer or employee authorized under Section 1 of this
resolution to examine the information.
c)is prohibited by that contract from performing consulting services for a retailer during the term of
that contract;
d)is prohibited by that contract from retaining the information contained in, or derived from those
sales or transactions and use tax records, after that contract has expired.
BE IT FURTHER RESOLVED that the information obtained by examination of Department records
shall be used only for purposes related to the collection of City sales or transactions and use taxes by
the Department pursuant to the contract between the City and the Department and for those purposes
relating to the governmental functions of the City listed in section 2 of this resolution.
Section 4. That MuniServices, LLC is hereby designated to examine the sales or transactions and use
tax records of the Department pertaining to any petition or appeal for the reallocation/redistribution of
sales or transactions and use taxes that was filed by MuniServices, LLC on behalf of the City pursuant
to the contract between the MuniServices, LLC and City. The person or entity designated by this
section meets all of the following conditions, which are also included in the contract between the City
and the MuniServices, LLC:
a)has an existing contract with the City to examine those sales or transactions and use tax records;
b)is required by that contract to disclose information contained in, or derived from, those sales or
transactions and use tax records only to the officer or employee authorized under Section 1 of this
resolution to examine the information.
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c)is prohibited by that contract from performing consulting services for a retailer during the term of
that contract;
d)is prohibited by that contract from retaining the information contained in, or derived from those
sales or transactions and use tax records, after that contract has expired.
Section 5. That this resolution supercedes all prior resolutions of the City Council of the City of Palo
Alto adopted pursuant to subdivision (b) of Revenue and Taxation Code section 7056.
Introduced, approved and adopted this 9th day of September 2026.
ATTEST: (s) ___________________________ (s) ____________________________
City Clerk Mayor
I, Mahealani Ah Yun, City Clerk of the City of Palo Alto, California, DO HEREBY CERTIFY
that the foregoing resolution was duly introduced, approved and adopted by the City Council of the
City of Palo Alto, at a special meeting of said Council held on the 9th day of September, 2026, by the
following roll call vote:
Ayes: Burt, Lauing, Lu, Lythcott-Haims, Reckdahl, Stone, Veenker
Noes:
Absent:
(s)_______________________________
City Clerk
Docusign Envelope ID: E2E3A417-279C-86BF-83A4-23F862162596
Certificate Of Completion
Envelope Id: E2E3A417-279C-86BF-83A4-23F862162596 Status: Completed
Subject: RESO 10316 - Authorizing Examination of Sales or Transactions and Use Tax Records
Source Envelope:
Document Pages: 3 Signatures: 3 Envelope Originator:
Certificate Pages: 2 Initials: 0 Nicole Bissell
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250 Hamilton Ave
Palo Alto , CA 94301
Nicole.Bissell@PaloAlto.gov
IP Address: 170.85.155.9
Record Tracking
Status: Original
9/15/2026 2:19:55 PM
Holder: Nicole Bissell
Nicole.Bissell@PaloAlto.gov
Location: DocuSign
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Veenker, Vicki
vicki.veenker@paloalto.gov
City of Palo Alto
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Signed: 9/22/2026 10:22:13 AM
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Mahealani Ah Yun
Mahealani.AhYun@PaloAlto.gov
City Clerk
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Signed: 9/24/2026 8:52:49 AM
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