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HomeMy WebLinkAbout2020 Ordinance No. 0261 BY AUTHORITY ORDINANCE NO. 26 COUNCIL BILL NO. 28 SERIES OF 2020 INTRODUCED BY COUNCIL MEMBER WINK AN ORDINANCE AUTHORIZING AN INTERGOVERNMENTAL AGREEMENT BETWEEN THE COLORADO DEPARTMENT OF REVENUE AND THE CITY OF ENGLEWOOD FOR THE COLLECTION OF MUNICIPAL TAXES UNDER THE SUTS (“SALES AND USE TAX SOFTWARE”) SYSTEM WHEREAS, Article XIV, Section 18(2)(a) of the Constitution of the State of Colorado, and Part 2, Article 1, Title 29, C.R.S. encourages and authorizes intergovernmental agreements; WHEREAS, Sections 29-1-203 and 29-1-203.5, C.R.S. authorize governments to cooperate and contract with one another to provide any function, service, or facility lawfully authorized to each; WHEREAS, under SB19-006, the Colorado Legislature authorized the state to create a Sales and Use Tax Software system ("SUTS") to facilitate the central collection of municipal sales and use taxes on behalf of home rule municipalities and taxpayers; WHEREAS, the City of Englewood as a local taxing jurisdiction is allowed to participate in the SUTS, and at this time wishes to participate in said system for the benefit of both taxpayers collecting businesses sales and use tax and the City of Englewood; WHEREAS, all funds deposited by a taxpayer in the SUTS system remain the property of the municipality for which they are designated; and WHEREAS, use of this system will provide simplicity to taxpayers and efficiency for the City of Englewood; NOW, THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF ENGLEWOOD, COLORADO, THAT: Section 1. The City Council of the City of Englewood, Colorado hereby authorizes the Intergovernmental Agreement entitled Agreement Regarding Department of Revenue Sales and Use Tax Software (“SUTS”), between the Colorado Department of Revenue and the City of Englewood, a copy of which is marked as “Exhibit A” and attached hereto. Section 2. The Mayor is hereby authorized to sign said Intergovernmental Agreement for and on behalf of the City of Englewood, Colorado, attached hereto as Exhibit A. Introduced, read in full, and passed on first reading on the 20th day of July, 2020. DocuSign Envelope ID: 4DCC5CA6-F679-4FD7-9CFB-B0CBE4B5234E 2 Published by Title as a Bill for an Ordinance in the City’s official newspaper on the 23th day of July, 2020. Published as a Bill for an Ordinance on the City’s official website beginning on the 22nd day of July, 2020 for thirty (30) days. Read by Title and passed on final reading on the 3rd day of August, 2020. Published by Title in the City’s official newspaper as Ordinance No. 26, Series of 2020, on the 6th day of August, 2020 Published by title on the City’s official website beginning on the 5th day of August, 2020 for thirty (30) days. This Ordinance shall take effect thirty (30) days after publication following final passage. Linda Olson, Mayor ATTEST: Stephanie Carlile, City Clerk I, Stephanie Carlile, City Clerk of the City of Englewood, Colorado, hereby certify that the above and foregoing is a true copy of the Ordinance passed on final reading and published by Title as Ordinance No. 26, Series of 2020. Stephanie Carlile DocuSign Envelope ID: 4DCC5CA6-F679-4FD7-9CFB-B0CBE4B5234E AGREEMENT REGARDING DEPARTMENT OF REVENUE SALES AND  USE TAX SOFTWARE (“SUTS SYSTEM”)  This agreement regarding the SUTS System (“​Agreement​”) is entered          between the Colorado Department of Revenue (“​CDOR​”) and the undersigned home            rule local taxing jurisdiction (“​Jurisdiction,”collectively,​“the Parties”​) for the           purposes of permitting access to the SUTS System and its related tax information              look up tool as described in this Agreement. The SUTS System permits the              acceptance of returns and processing of payments for the sales and use tax levied by                the state and any local taxing jurisdictions in accord with the objectives of              SB19-006. To further those objectives here, the Parties agree to the following:  AGREEMENT  CDOR grants Jurisdiction access to the SUTS System for Jurisdiction’s use in             the collection and payment of Sales and Use tax under the terms set forth in this                 Agreement.  A.Purpose of Agreement Pursuant to Senate Bill 19-006, CDOR has contracted with vendors, including at  this time, MUNIRevs, Inc. and Transaction Tax Resources, Inc., Fast Enterprises,  LLC, and others, which may change from time to time (collectively, “Vendors”) to  provide a sales and use tax simplification system that allows taxpayers to look up  and remit sales and use taxes through a single portal managed by Vendors and held  in trust for the benefit of the Jurisdiction.   B.Definitions 1)“Confidential Information” means any information derived from the SUTS         System, including but not limited to taxpayer information, return information, and           “personally identifiable information,” as defined in section 24-73-101(4) (b), C.R.S. 2)A "Security Incident," has the meaning set forth in section 24-37.5-402(10),           C.R.S., which is “an accidental or deliberate event that results in or constitutes an              imminent threat of the unauthorized access, loss, disclosure, modification,         disruption, or destruction of communication and information resources. Security         incidents include but are not limited to: a) detection of a virus, worm, malware, etc;               b) unauthorized use of an information resource; c) unauthorized modification of an           information resource; d) theft or diversion of an information resource; e) theft or             diversion of property using an information resource, and f) vandalism or other            damage to an information resource.” Exhibit ADocuSign Envelope ID: 4DCC5CA6-F679-4FD7-9CFB-B0CBE4B5234E   3) “Taxpayer”means any individual or business required to remit sales or use             taxes to a taxing jurisdiction.  4) “Sales and Use Tax”means sales and use tax collected by Taxpayers and              remitted to a jurisdiction by Taxpayers.Sales and Use Tax does not include excise               taxes or other taxes or fees that a jurisdiction requires taxpayers to pay.    C. Confidentiality.  1)CDOR agrees to continually maintain a secure place in which Confidential            Information will be stored,regardless of whether Confidential Information is in            physical or electronic form and will restrict access to Confidential Information to             persons whose duties and responsibilities require such access.All third-party           contractors who need such access for purposes consistent with this Agreement shall             sign confidentiality agreements with CDOR or Jurisdiction no less restrictive than            the confidentiality terms of this Agreement.  2)Except as may be ordered by a court of competent jurisdiction,no             Confidential Information obtained pursuant to this Agreement shall be disclosed by            CDOR or Jurisdiction to any person or entity not authorized to receive such              information by the laws of the Jurisdiction or the State of Colorado.   3)If CDOR or Jurisdiction is served with a request for Confidential            Information,CDOR or Jurisdiction shall use reasonable efforts to provide notice to             the other Party within such time that CDOR or Jurisdiction may intervene and              seek a protective order or other relief if it so chooses.  4)The information obtained pursuant to this Agreement shall be used only for             the purpose of administration and enforcement of the sales and/or use tax laws of               the Jurisdiction or the State of Colorado.   5)Nothing in this agreement shall prevent a Jurisdiction from contacting their            Taxpayers for auditing or other purposes.  6)If either party becomes aware of any Security Incident,they shall notify the              other immediately and cooperate with one another regarding recovery,remediation,           and the necessity to involve law enforcement.    D.​ Payments of Taxes to Jurisdiction.  1)All funds deposited by a Taxpayer shall be and shall remain the property of               Jurisdiction held in trust until transferred to Jurisdiction.Deposited remittances           2   DocuSign Envelope ID: 4DCC5CA6-F679-4FD7-9CFB-B0CBE4B5234E   shall be transferred to Jurisdiction as soon as the funds have settled with the SUTS                bank following NACHA guidelines​.  2)If any Taxpayer payment is returned via an ACH or credit card charge-back              against the account past the settlement process above,that Jurisdiction will pay             applicable amounts back to the SUTS System within five banking days of             notification of return.    E. Data and Reports.   1)Jurisdiction will have access to all information from tax forms processed in             the SUTS System that involve transactions within the Jurisdiction via CSV file             downloads, PDF files or some other manner that is mutually acceptable.    2)​The following reports will be available to Jurisdiction under the SUTS             System:  a)Assessment Report:This report shows all assessments,by business          and includes several filters.    b)Form Data Report:The form data report provides the ability to see all              data for a taxpayer’s form (e.g., gross sales through all deductions).   c)Business Comparison Reports by Month:Allows review of trends over           time for particular businesses, or an audience of businesses.  d)Business Contact Report.  e)Missing Account Number Report for validating Jurisdiction’s Local         Account Number for each registered account in the SUTS System.    F. Support.  CDOR will provide Taxpayer user support during regular,published State business            hours.Support to Jurisdiction’s administrative users for system questions is           provided by Vendor specialists who will be available by email and phone Monday              through Friday from 8:00 am to 5:00 pm Mountain Time,excluding Federal and              State Holidays.    G. Retention of Data​.   The SUTS System will retain,for a minimum of three years,all data,records,               returns,and information:a)submitted by Taxpayers to the SUTS System,b)             derived from Taxpayer submissions, and c) transferred to Jurisdiction.    H. S​ystem Failure.   If the SUTS System becomes disabled,CDOR will use good faith and reasonable              3   DocuSign Envelope ID: 4DCC5CA6-F679-4FD7-9CFB-B0CBE4B5234E   efforts to recover the system and all Jurisdiction data not already in the possession               of Jurisdiction This recovery of the SUTS System and data will be conducted at no                additional cost to Jurisdiction.     I. R​eservation of Rights​.   The software,workflow processes,user interface,designs,know-how and other           services and technologies which are the sole property provided by Vendors as part of               the SUTS System and CDOR’s agreements with Vendors will remain with Vendors             and Jurisdiction will not have any right,title or interest in or to such items,                including all associated intellectual property rights.     J. Restrictions on Use of The SUTS System.   1)Jurisdiction ​may not a)sell,resell,rent or lease the SUTS System,b)use the                SUTS System to store or transmit infringing,unsolicited marketing emails,           libelous,or otherwise unlawful or tortious material,or to store or transmit             material in violation of third-party rights,c)interfere with or disrupt the             integrity or performance of the SUTS System,or d)attempt to gain             unauthorized access to the SUTS System or its related systems or networks.  2)Jurisdiction may allow its third-party contractors to use the SUTS System            solely on behalf of and for the benefit of Jurisdiction and only in compliance               with the terms and conditions of this Agreement.Jurisdiction is responsible            for compliance with the terms of this Agreement by its contractors.     K. Initial Setup​.   Jurisdiction shall furnish the following items in order to use the SUTS System:  1)Jurisdiction Depository Information:Jurisdiction will provide bank deposit         information (routing &account number)to CDOR’s appropriate Vendors          within 5 days of signing this Agreement.This information will be utilized for              the deposits of taxes,penalties,and interest from the SUTS System.It is the               responsibility of Jurisdiction to provide updated depository information         should this account need to be changed at any point in time.  2)Initial Account Number Validation:Jurisdiction will upload their local          account numbers for their Taxpayers to the SUTS System using the SUTS             standard upload format (e.g.Excel,CSV)as soon as is reasonable after             signing this Agreement.CDOR will use this information to validate account            numbers for businesses registering on the SUTS System with actual account            4   DocuSign Envelope ID: 4DCC5CA6-F679-4FD7-9CFB-B0CBE4B5234E   numbers for each jurisdiction for accurate account information on SUTS           System tax returns.  3)The local account numbers will include the Taxpayer’s account number,           business name,dba,FEIN#,address and any other contact information or the             SUTS System to validate and match the registered account to Jurisdiction’s            account number.   4)The SUTS System will not activate for Jurisdiction for tax receipts until the              Existing Account Number Data File has been provided to CDOR,imported to             the SUTS System and validated by Vendor.   5)It is the responsibility of Jurisdiction to update the account numbers that             need to be added or edited in the SUTS System in order to display the local                 account number on future tax returns generated from the SUTS System.    L. Use Tax Purchase Details.   Taxpayers filing tax returns through the SUTS System are not required to include              use tax purchase details.Purchase details are typically required on Schedule B to              tax returns required by local jurisdictions.However,nothing in this Agreement            prevents Jurisdiction from requesting these use tax details directly from the            Taxpayer.    M. Business Licenses.   The SUTS System will not require any Taxpayer to obtain separate Jurisdiction             business licenses or any other license.Jurisdiction may,at Jurisdiction’s discretion,            use the information provided by the Taxpayer in the SUTS System to reach out               separately and independently to their Jurisdiction’s Taxpayers for licenses or any            other requirements from the Jurisdiction that is not included in the SUTS System.     N. Frequency of Tax Filings.   Taxpayers may file tax returns via the SUTS System at the frequency which is               required of Taxpayer for State taxes under CDOR regulations;however,           Jurisdiction may reach out to CDOR and request that the Taxpayer may be moved               to a more frequent filing, which will not be unreasonably denied.    O. Jurisdiction New Account Review.   When a Taxpayer submits a new registration with the SUTS System and does not               have a Colorado Account Number,the SUTS System will require that the Taxpayer              submit an online Sales Tax License Application and pay the State of Colorado              5   DocuSign Envelope ID: 4DCC5CA6-F679-4FD7-9CFB-B0CBE4B5234E   license fee.The application and fee shall be sent to the CDOR for license issuance                and account number creation for the Colorado Account Number.It is the             responsibility of the Jurisdiction to use the SUTS reports to include any new              businesses in their external system of record and to update their local account              number in the SUTS System using the procedures set forth above.     P. Jurisdiction Rate Validation.  1)Jurisdiction will provide written confirmation to Vendors of its sales and use             tax rates,rules,and boundaries.Jurisdiction will use due care and make best              efforts to provide accurate rates, rules, and boundaries.   2)Jurisdiction agrees to specify to Vendors authorized Jurisdiction users who           are allowed to propose changes within the SUTS System administrative tools.  3)Jurisdiction will use best efforts to email Vendors or use the SUTS System              administrative tools to notify Vendors of any tax rates,rules,boundaries,or other              needed data changes 30 days before they are effective for them to be updated in the                 system.All notifications must include details on the changes and the period for              which changes are effective.     Q. Tax Data Integration​.   This Agreement does not provide a direct interface or integration to Jurisdiction’s             system of record for sales tax.If a direct interface or custom format is desired by                 Jurisdiction to better integrate to Jurisdiction’s system of record,Jurisdiction may            contact Vendor to discuss custom options,which may entail programming fees to be              paid by the Jurisdiction.     R. Licensed Documentation​.   All SUTS System user guides,sample data,marketing,training and other items             provided through the SUTS System or by Vendors (“Licensed Documentation”)may            be used and copied by Jurisdiction via a non-exclusive license for the duration of the                Agreement for Jurisdiction’s use solely with the SUTS System according to the             terms of this Agreement.    S. Payment and Merchant Fees.   Taxpayer pays credit,debit or any other merchant processor or bank fee associated              with Taxpayer’s remittance payment,and the Jurisdiction ​agrees to pay the ACH             Credit or Debit ​transfer ​fees from the SUTS System to Jurisdiction’s bank account,              which is currently one dollar ($1)per banking day so about twenty dollars ($20)per                6   DocuSign Envelope ID: 4DCC5CA6-F679-4FD7-9CFB-B0CBE4B5234E   month per a Jurisdiction that gets a payment every banking day.The Jurisdiction              will Pre-pay an amount of two hundred and sixty dollars ($260)during the SUTS               onboarding process that will be a credit towards the transfer fees.Jurisdiction will              replenish any funds used,paying in advance of each CDOR fiscal year on or before                July 1 after receiving a notice of account and balance due by June 1.  T. Additional Terms  1)Governing Law​.This Agreement is governed by Colorado law without           regard to conflicts of law principles.  2)Survival of Terms.​Any terms that by their nature survive termination or             expiration of this Agreement, will survive.  3)Entire Agreement and Changes.This Agreement constitutes the entire          agreement between the Parties,and supersedes all prior or contemporaneous           negotiations,agreements and representations,whether oral or written,         related to this subject matter.No modification or waiver of any term of this               Agreement is effective unless in a written instrument signed by both Parties.  4)No Assignment.Neither Party may assign or transfer this Agreement to a             third party.  5)Enforceability​:If any term of this Agreement is determined to be invalid or              unenforceable, the other terms remain in effect.  6)Notices​:All notices required or permitted to be given under this Agreement             shall be in writing,and shall be delivered (a)​by hand with receipt required,               (b)​by certified or registered mail to such Party’s principal representative at             the address set forth below or (c),​as an email with read receipt requested               addressed as given herein.This contact information may be changed by            notice submitted in accordance with this section.  For CDOR:  Name:________  Title: _________  Address: _______  Phone: __________  For Jurisdiction:  Name:________  Title: _________  Address: _______  7   DocuSign Envelope ID: 4DCC5CA6-F679-4FD7-9CFB-B0CBE4B5234E   Phone: __________  7)Counterparts,Facsimiles and E-Mail​.This Agreement may be signed in           any number of counterparts,which together shall constitute one and the            same instrument.Original signatures of the Parties on copies of this            Agreement transmitted by facsimile or electronically/scanned and e-mailed         copies shall be deemed originals for purposes of this Agreement,and such             copies shall be binding on all Parties.  8)Authority to Execute Agreement​.Each person executing this Agreement          on behalf of each Party represents,warrants,assures,and guarantees that            s/he has full legal authority to execute this Agreement on behalf of the              Jurisdiction and CDOR,respectively,and to bind Jurisdiction and CDOR,to            all the terms, conditions, provisions, and obligations of this Agreement.  9)Termination of Agreement:​CDOR or Jurisdiction may terminate this          Agreement for any reason on 90 days written notice to the other Party.In               the event of a breach of contract,the aggrieved Party shall give written notice               of breach to the other Party.If the notified Party does not cure the breach of                 contract,at its sole expense,within 30 days after the delivery of written              notice,the Party may terminate the contract.Notwithstanding any provision           of this Agreement to the contrary,both Parties retain any statutory rights             they may have to immediately terminate this Agreement in whole or in part              in order to protect the public interest of their citizens.  10)Limitation of Liability for CDOR.​CDOR,its employees,agents,including           Vendors and assignees shall not be liable for any costs,expenses,claims,             damages,liabilities,court fees and other amounts (including attorneys’fees           and related costs)including but not limited to cost of delay,loss of data or                information,failure of the SUTS system,loss of moneys remitted to SUTS,             direct losses,consequential,special,indirect,incidental,punitive or         exemplary loss incurred by Jurisdiction in relation to any services,including            database access in connection with this Agreement.   11)Governmental Immunity.Liability for claims for injuries to persons or           property arising from the negligence of the State,its departments,boards,            commissions,committees,bureaus,offices,employees and officials,or of the           Jurisdiction,its departments,boards,commissions,committees,bureaus,        offices,employees and officials,shall be controlled and limited by the            provisions of the Colorado Governmental Immunity Act,§24-10-101,et seq.,           C.R.S.;the Federal Tort Claims Act,28 U.S.C.Pt.VI,Ch.171 and 28 U.S.C.                1346(b),and the State’s risk management statutes,§§24-30-1501,et seq.           C.R.S.No term or condition of this Contract shall be construed or interpreted              as a waiver,express or implied,of any of the immunities,rights,benefits,              protections, or other provisions, contained in these statutes.  8   DocuSign Envelope ID: 4DCC5CA6-F679-4FD7-9CFB-B0CBE4B5234E     Jurisdiction Approval  By Title    *Signature Date  ​Municipality or County of Date  Jurisdiction Mailing Address Appointee Phone Number  Appointee Name Title  Appointee Signature Appointee Email   Name of Chief Administrative Officer or  Designee  Title  Chief Administrative Officer or Designee  Signature  Chief Administrative Officer or Designee  Email  Colorado Department of Revenue Approval  By Title    Signature Date    * ⎕ By checking this box and signing above, I hereby represent, warrant, assure,  and guarantee that I have full legal authority to execute this Agreement on behalf  of the Jurisdiction and to bind Jurisdiction to all the terms, conditions, provisions,  and obligations of this Agreement.  9   DocuSign Envelope ID: 4DCC5CA6-F679-4FD7-9CFB-B0CBE4B5234E Revenue and Tax Audit Supervisor 303-762-2417 Heather Driscoll hdriscoll@englewoodco.gov 1000 Englewood Pkwy 8/10/2020City of Englewood 8/10/2020 MayorLinda Olson Shawn Lewis slewis@englewoodco.gov City Manager