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REQUEST FOR PROPOSALS Professional Consultant Services For Property Tax Revenue Auditing, Recovery, Reporting, Analysis, and Legislative/State Agency Liaison and Implementation Monitoring Services INTRODUCTION A. Purpose. The City of Santa Ana's Finance & Management Services Agency, Treasury & Customer Service Division is soliciting responses from qualified firms with extensive experience in revenue auditing, recovery, reporting and analyses services. The goal of the professional consultant services is to: (1) assist in collecting additional general tax revenues due to the City, as determined from auditing, recovery, reporting and associated compliance activities to include Secured and Unsecured Property Tax; (2) assist in development of property tax revenue forecast models for Secured and Unsecured Property Tax; (3) provide reporting/allocation research database applications for Secured and Unsecured Property Tax; (4) provide a combined geographically based (GEO/GIS) revenue information database application to include: Secured and Unsecured Property Tax; (5) provide legislative and state agency liaison and implementation monitoring (including coordination with City's state and federal lobbyists in connection with legislation/regulation relating to City's general tax revenue sources. Please structure your proposal to include Section III, Scope of Services and Term of Contract, subsection A and one or more of the response items numbered (1) through (5) above. Please be specific in your proposal as to which response item(s) the proposal is addressing. All proposals shall be submitted in accordance with the format and information listed in Section V, Proposal Submittal Requirements. B. Deadline. Proposals are to be received by 4:00 p.m. (PST) on OCTOBER 30, 2020 as described in Section V, Proposal Submittal Requirements of this Request for Proposals (RFP). C. Background. The Finance & Management Services Agency, Treasury & Customer Services Division is responsible for overseeing and providing revenue collection for a variety of City revenues, including but not limited to taxes, charges, fees, fines, deposits and reimbursements. In support of this mission, the Division uses external professional consultants/vendors to ensure that the City recovers all revenues that are due, including but not limited to sales & use, property, hotel visitors', utility users', business license and medical marijuana taxes. II. SELECTION PROCESS A. Selection Process. After the submittal deadline has passed, a selection committee comprised of staff from pertinent City agencies/departments will review each proposal received and make a selection. A selection may be made based solely on review of the proposals and references. Interviews may or may not be conducted with the top ranked firms and considered in the selection. The City will enter into a Professional Services Agreement (Attachment 11) with the top ranked firm(s) after City Council authorization. The City will enter into an agreement with the qualified professional consultant for the source of revenue listed in Section III [Scope of Services Term of Contract] below, and for the different response items numbered (1) through (5) as described in Section I [Introduction], subsection A [Purpose], above. (Attachments 1 through 10 must be submitted by each firm proposing in combination); all subcontractors must be identified. City of Santa Ana — Revenue Auditing, Recovery, Reporting, Analysis, and Legislative/State Agency Liaison and Implementation Monitoring Services Request for Proposals No. 20-126 October 1, 2020 Page 1