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tax figures for the City's use in revenue forecasting. c. Provide a report extract identifying non -owner occupied absentee commercial and residential property owner transfers (in common formats; e.g. Access, Excel, etc.) at minimum quarterly but not to exceed monthly as mutually agreed. Information fields required in report extract: i. Field 1 - Property Address ii. Field 2 - Parcel Number (APN) ill. Field 3 - 1s` Owner Name iv. Field 4 - 15t Owner Address V. Field 5 - 2nd Owner Name vi. Field 6-2 nd Owner Address vii. Field 7 - Owner mailing address vill. Field 8 - Sale/Transfer Date ix. Field 9 - Absentee Owner (Y/N) X. Field 10 - Use Code A. Field 11 - Property Type xii. Field 12 - Number of Units xiii. Field 13 - Year Built xiv. Field 14 - Square Feet xv. Field 15 - Lot Square Feet xvi. Field 16 - Last Buyer xvii. Field 17 - Last Seller xviii. Field 18 - Last Transfer Date xix. Field 19 - Previous Buyer xx. Field 20 - Previous Seller xxi. Field 21 - Previous Transfer Date d. Provide the base year values by tax rate areas for all redevelopment project areas, and verify that all redevelopment parcels are correctly assigned to tax rate areas and taxing agencies. Tax increment projects based on net assessed values after factoring for base year values and exemptions will be furnished. 4. Analysis and Identification of Misallocation Errors a. Conduct an analysis to identify and verify, in both the City and within Successor Agency (former redevelopment agency) project areas, parcels that are miss -assigned by Tax Rate Area (TRA) and provide the correct TRA designation to the proper County agency. Typical errors include parcels assigned to incorrect TRAs within the City or an adjacent city, TRAs allocated to wrong taxing agencies and parcels missing from redevelopment project areas. b. Reconcile the annual auditor -controller assessed valuations report to the assessor's lien date rolls and identify discrepancies. c. Review parcels on the unsecured roll to identify inconsistencies such as value reductions, values being reported to a mailing address rather than the site's address, and errors involving TRAs. d. Property transfers and new construction completions will be tracked to determine whether reassessment is performed within a reasonable time frame. The City will be notified of parcels which have failed to be reassessed. 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 5