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REQUEST FOR PROPOSALS Professional Consultant Services For Utility Users' Tax - Electric, Gas, & Telecommunications Tax Revenue Auditing, Recovery, Reporting, Analysis, and Legislative/State Agency Liaison and Implementation Monitoring Services 1. 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 the following Utility Users' Tax ("UUT") categories: Electric, Gas, & Telecommunications; (2) assist in development of UUT revenue forecast models for Electric, Gas, & Telecom municatiens UUT; (3) provide legislative and state agency liaison and implementation monitoring Including coordination with City's state and federal lobbyists in connection with legislation/regulatlon relating to City's UUT (all categories - Electric, Gas, Telecommunications & Water, Including aggregators, plus California Department of Tax and Fee Administration ("CDTFA") collected pre -paid telecommunications UUT). Please structure your proposal to Include Section III, Scope of Services subsections A through C and Term of Contract, subsection D and one or more of the response Items numbered (1) through (3) above. Please be specific in your proposal as to which response Item(s) the proposal is addressing. (Note: Attachment 6 - Cost/BID Proposal Form must be completed and submitted as part of your proposal response, additional explanatory pages may be appended as needed but may not replace form. All proposals must 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 November 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: utility users' taxes, sales, transaction & use taxes' property taxes'hotel visitors' taxes' business license taxes, medical marijuana and commercial cannabis taxes. 11. SELECTION PROCESS A. Selection Process. After the submittal deadline has passed, a selection committee comprised of staff from pertinent City agencles/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 City of Santa Ana — Revenue Auditing, Recovery, Reporting, Analysis, and Legislative/State Agency Liaison and Implementation Monitoring Services Request for Proposals No. 20.137 October 26, 2020 Page 1