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III. SCOPE OF SERVICES AND TERM OF CONTRACT <br />A. Source of Revenue <br />Provide assistance and provide Property Tax Revenue Auditing, Recovery, Reporting, <br />Analysis, and Legislative/State Agency Liaison and Implementation Monitoring Services for <br />the following sources of revenue: <br />Secured and Unsecured Property Tax (on -going) <br />B. Related Services <br />Related to the above audit services, the Professional Consultant/Vendor would: <br />• Represent City for purposes of examining records related to the above revenue sources <br />to identify and confirm any errors/omissions leading to deficient payments to the City. <br />• For each error/omission identified and confirmed, prepare the appropriate <br />documentation to facilitate recovery of revenue due to the City including any applicable <br />penalties and interest. <br />• Prepare and forward to the appropriate parties requests for corrective action and <br />revenue recovery. <br />• Meet with designated City officials as necessary to review consultant's findings and <br />recommendations. <br />• Provide any additional assistance as necessary to support the City in recovering and <br />preventing tax delinquencies. <br />• Combined GEO/GIS Based Revenue Information Application (GRIA): To include Secured <br />and Unsecured Property Tax, Documentary Stamp Tax (Property Transfer Tax), <br />aggregated by City of Santa Ana assessor's parcel number (APN)/situs address. <br />• Legislative/State Agency Liaison and Implementation Monitoring: For all revenue sources <br />provide federal, state, and local legislative and state agency liaison and program <br />implementation monitoring (including coordination with City's state and federal lobbyists <br />in connection for legislation/regulation relating to City's general tax revenue sources). <br />C. Secured and Unsecured Property Tax — Additional Requirements <br />1. General Strategy <br />a. Describe the general strategy for property tax and economic analysis. <br />b. Define the role of City staff and City records as it relates to your efforts. <br />c. Identify what sources of information will be needed and the means with which they <br />will be acquired. <br />2. Objectives and Methodology <br />a. Identify the specific procedures you will use to detect, correct, and recover <br />misallocated property tax for the City. <br />3. Property Tax Reporting Services <br />The successful Proposer shall: <br />City of Santa Ana — Revenue Auditing, Recovery, Reporting, Analysis, and Legislative/State Agency <br />Liaison and Implementation Monitoring Services <br />Request for Proposals No. 20-126 <br />October 1, 2020 Page 3 <br />