10-0701_MUNISERVICES, LLC._Transmittal Amd to Muniservices32400 PASEO ADEL.ANTO
SAN JUAN CAPISTRANO, CA 92675
(949) 493-1171
(949) 493-1053 FAx
www.sanluancapistrano.org
TRANSMITTAL
TO:
MUNISERVICES, LLC
7335 N. Palm Bluffs Drive
Fresno, CA 93711
DATE: May 17, 2013
FROM: Manny Ruelas, Office Assistant (949) 443-6308
MEMBERS OF THE CITY COUNCIL
SAM ALLEVATO
ROY L. BYRNES, M.D.
LARRY KRAMER
DEREK REEVE
JOHN TAYLOR
RE: Amendment (3) to Personal Services Agreement — To Conduct Property Tax Revenue
(PTX) and Sales and Use Tax Audit (SUTA) and Sales/Use Tax Analysis and Reporting
Service (STARS) services.
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
the agreement. If you have questions related to insurance requirements, please call Manny
Ruelas, Office Assistant at (949) 443-6308.
If _you have questions concerning the agreement, please contact Cindy Russell, Chief Financial
Officer at (949) 443-6301.
Enclosed is an original amendment (3) for your records.
Cc: Cindy Russell, Chief Financial Officer
San Juan Capistrano: Preserving the Past to Enhance the Future
Q* Printed on 100% recycled paper
THIRD AMENDMENT TO
PERSONAL SERVICES AGREEMENT
THIS THIRD AMENDMENT TO THE PERSONAL SERVICES AGREEMENT
between the CITY OF SAN JUAN CAPISTRANO ("City") and MUNISERVICES,
("Consultant") is made and entered into, to be effective the day of April 2013, as
follows:
RECITALS
WHEREAS, the City and Consultant have entered into a Personal Services
Agreement dated July 1, 2010, to conduct Property Tax Revenue (PTX) and Sales and Use
Tax Audit (SUTA) and Sales/Use Tax Analysis and Reporting Service (STARS) services
(the "Agreement"); and
WHEREAS the City and Consultant amended the terms of the Agreement pursuant
to the First Amendment effective as of July 1, 2011, to extend the Agreement for the
Consultant to conduct Property Tax Revenue (PTX) and Sales and Use Tax Audit (SUTA)
and Sales/Use Tax Analysis and Reporting Service (STARS) services; and
WHEREAS the City and Consultant amended the terms of the Agreement pursuant
to the Second Amendment effective as of July 11, 2012, to extend the Agreement for the
Consultant to conduct Property Tax Revenue (PTX) and Sales and Use Tax Audit (SUTA)
and Sales/Use Tax Analysis and Reporting Service (STARS) services; and
WHEREAS, the City and Consultant desire to amend the terms of the Agreement as
provided hereunder.
THIRD AMENDMENT
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 3. The compensation for the services to be performed by the Consultant shall be
amended, not to exceed twenty six thousand two hundred dollars ($26,200) for the full term
and all allowable extensions.
Section 9.2. The E -Verify program has been discontinued in the City. This amendment will
void that Section from the original Personal Services Agreement dated July 1, 2010.
All other provisions of the Agreement not amended hereunder shall remain in full
force and effect.
SIGNATURE PAGE FOLLOWS
IN WITNESS WHEREOF, the parties hereto have executed this Agreement.
ME
ATI
CITY OF SAN JUAN CAPISTRANO
P. Brust, City Manager
APPROVED AS TO FORM: MUNISERVICES, LLC
AN
By: —
Ha Van iAttorney Dou 7ensen
-2-