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e. Review and analyze Community Development Agency fiscal agreements for the purpose of verifying tax increment projects, pass -through monies and development tax increment guarantees. f. Utilize City Planning and Building Agency data, including building permits with assessor parcel numbers and project completion dates, to identify non-residential parcels with new construction activity and provide reports for use in the City's preparation of Prop 4 and 111 State Appropriation Limit calculations. 5. Statistical Reporting Package for Comprehensive Annual Financial Report (CAFR) a. During the term of the Agreement, successful Proposer shall provide the following reports annually: i. Use type category summary for current fiscal year H. Property tax dollar breakdown for current fiscal year ill. Roll summary for current fiscal year iv. Net taxable assessed value for last ten (10) fiscal years v. Assessed value of taxable property: (1) secured, unsecured, and non -unitary for last ten fiscal years vi. Assessed value of taxable property by category for last ten (10) fiscal years vii. Top ten property tax payers for current fiscal year viii. Top ten property tax payers ten (10) fiscal years ago Ix. Direct and overlapping property tax rates for last ten (10) fiscal years x. Demographic and economic statistics for last ten (10) calendar years A. Single family residential sales value history xii. Computation of direct and overlapping bonded debt 6. On -Going Consultation a. During the term of the Agreement, successful Proposer shall serve as the City's resource staff on questions relating to property tax and assist in estimating property tax revenues for proposed redevelopment project areas. 7. Supplemental Secured Property Tax Services - Direct Assessments a. During the term of the Agreement, successful Proposer shall analyze City owned property parcels within the City with regard to all direct assessments (direct assessments consist of non -valuation charges on property tax statements) to determine whether a reduction in one or more direct assessment charges is feasible and will result in a refund recovery of amounts over -assessed and previously paid. 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 6