10-0701_MUNISERVICES, LLC._Personal Services Agreement 1st AmdFIRST AMENDMENT TO
PERSONAL SERVICES AGREEMENT
THIS FIRST AMENDMENT TO THE PERSONAL SERVICES
AGREEMENT between the CITY OF SAN JUAN CAPISTRANO ("City") and
MUNISERVICES, LLC ("Consultant") is made and entered into, to be effective the
1st day of July, 2011, as follows:
RECITALS
WHEREAS, the City and Consultant have entered into that Personal
Services Agreement dated July 1, 2010 conduct Property Tax Revenue (PTX) and
Sales and Use Tax Audit (SUTA) and Sales/Use Tax Analysis & Reporting Service
(STARS); (the "Agreement"); and
WHEREAS, Consultant is qualified by virtue of experience, training, education
and expertise to accomplish such services.
WHEREAS, the City and Consultant desire to further amend the terms
of the Agreement as provided hereunder.
AMENDMENTS
NOW, THEREFORE, in consideration of the promises and mutual covenants
contained therein, City and Consultant agree to amend the following Sections
of the Agreement as follows:
Section 1. Provide Property Tax Revenue, Sales and Use Tax Audit, and
Sales/Use Tax Analysis & Reporting Service for the City of San Juan Capistrano
only.
Section 2. The term of the Agreement is hereby extended to June 30, 2012.
Section 3. The compensation for the services to be performed by the Consultant
shall not exceed twenty-five thousand dollars ($25,000) for the full term and all
allowable extensions.
All other provisions of the Agreement not amended hereunder shall remain
in full force and effect.
SIGNATURE PAGE FOLLOWS
713235.1
IN WITNESS WHEREOF, the parties hereto have executed this Agreement.
APPROVED AS TO FORM:
713235.1
G 'pC\OF SA AN CAPIST/RI A�N((O::
"n P. erUst, CitjManager
MUNISERVICES, LLC
//,r,/ � A t �'
Marc Herman, President
32400 PASHO ADM ANTO
SAN JUAN CAPISTRANO, CA 92675
(949) 4931171
(949) 493-1053 FAx
www.sanjuancapistrano.org
TRANSMITTAL
TO: .
MUNISERVICES, LLC
7335 N. Palm Bluffs Drive
Fresno, CA 93711
DATE: September 19, 2011
FROM: Christy JAI, Deputy City Clerk (949) 443-6310
MBAWN OF THE CRY COUWA
SWALLEVATO
LAURA FREESE .
tARRYNRAMER _
DEREK REEVE
JOHN TAYLOR
RE: First Amendment to Personal Services Agreement — Property Tax Revenue & Sales and
Use Tax Audit
Thank you for maintaining documentation confirming compliance with the terms of the
agreement related to insurance.
Please keep in mind this documentation must remain current with our office during the term of
this agreement. If you have questions related to insurance requirements, please call me at
(949) 443-6310.
If you have questions concerning the agreement, please contact Lori Doll, Administrative
Coordinator at (949) 443-6315.
An original agreement is enclosed for your records.
Cc: Lori Doll, Administrative Coordinator
Cindy Russell, Chief Financial Officer/Treasurer
San Juan Capistrano: Preserving the Past to Enhance the Future
Today's Date:_�6I08/11 @�10 Transmittal Routing
(Check All That Apply)
® City Attorney
® City Manager
® City Clerk
CONTRACT TRANSMITTAL
CIP No. (if any):
Project Manager's Last Name:(-�bSC Phone Extension:
Council or CRA Meeting Date (if applicable):
APPROVING AUTHORITY: (Check One)
❑ Mayor
❑ CRA Chair
City Manager
Provide (1) executed original contract for each signing party, including the City. If the agreement is to be
recorded - only (1) original will be recorded with certified copies going to other parties.
Please provide the mailing address of any party to receive an agreement - unless the mailing address is
included within the body of the agreement:
Names
St
I Cit
St
1 Zi
MuniServices
7335 N. Palm Bluffs Ave
Fresno
CA
93711
OTHER INSTRUCTIONS:
:e review, sign (if acceptable) and return to Lori. Thank you O
Forth Date: 01-2004 D-7
Christy Jakl
From: Christy Jakl
Sent: Tuesday, September 20, 2011 12:08 PM
To: Cindy Russell; Lori Doll
Subject: MuniServices Amendment
Attachments: 11-0701 MuniServices Amd Agreement.pdf
Hello,
Attached is a signed copy of the MuniServices First Amendment.
Thanks!!
Christi JAI
Deputy City Clerk
City of San Juan Capistrano
32400 Paseo Adelanto
San Juan Capistrano, CA 92675
(949)443-6310 1 (949)493-1053 fax