Title
Receive a preliminary response by the County Economic Development Manager to Board referral No. 2024.03 regarding the examination of confidential sales or transactions and use tax records for the purpose of forming a wine improvement/heritage district.
Report
RECOMMENDATION:
It is recommended that the Board of Supervisors
a. Receive a preliminary response to Board Referral No. 2024.03 and;
b. Direct staff to:
i. Proceed with completion of referral; or
ii. Return to the Board with more comprehensive analysis of referral and anticipated effort for completion; or
iii. Receive referral response as complete; and
c. Provide further direction, as appropriate.
PRELIMINARY ANALYSIS:
Referral Summary & Background: Referral 2024.03 was submitted by Supervisor Lopez and assigned to the County Administrative Office (CAO) on 03/12/2024. The referral seeks to allow a third-party organization (Civitas Advisors and Monterey County Vintners & Growers Association) the opportunity to examine confidential sales or transactions and use tax records for the purpose of forming a Wine Improvement/Heritage District in Monterey County.
The Monterey County Vintners and Growers Association (MCVGA) was established in 1974 and was developed to promote, protect, and enhance Monterey Wine Country and our wines, grapes, vintners, growers, and community.
Civitas Advisors (Civitas) is a full-service firm specializing in sustainable funding solutions. They provide non-profit and legal consulting services, legislative support and help with all things district-related, specifically renewals and formations. Civitas has also assisted several organizations with Wine Improvement/Heritage Districts.
What is sales or transaction and use tax?
Retailers engaged in business in California must register with the California Department of Tax and Fee Administration (CDTFA) and pay the state's sales tax, which applies to all retail sales of goods and merchandise except those sales specific...
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