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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 (3) as described In Section 1 [Introduction], subsection A [Purpose], above. (Attachments 1 through 10 must be submitted by each firm proposing In combinatlon); all subsidiary entitles a0d subcontractors must be Ideptifled,. The proposals will be evaluated and ranked based upon the criteria provided In Attachment 13 - Proposal Rating Form which includes: (1) Qualifications - expertise and knowledge of the Professional Consultant/Vendor In the field of UUT, (2) Experience - Professional Consultant/Vendor's experience in revenue auditing, revenue recovery, revenue reporting, revenue analyses, knowledge of municipal revenue operations generally, in the area of UUT, especially with regards to electric, gas, and telecommunications (3) Client References; (4) Proposed Scone of Services and Term of Contract - proposal quality and completeness, Interview and demonstratlon(s) (as applicable); and (5) Cost of Providing Services, Interview evaluation factors, If held, will Include an overall demonstration of the Professional Consultant/Vendor's ability to provide revenue recovery, revenue reporting, revenue analyses and legislative & state agency liaison and Implementation monitoring services. The criteria for evaluating the proposals submitted will take the following Items Into consideration: • Professional Consultant/Contractor Qualifications 20% • Professional Consultant/Contractor Experience 20% • Client References 15% • Proposed Scope of Services 30% • Cost of Providing Service 150/0 A final score will be calculated for each submitted proposal and used to rank the Proposers. The City shall not be obligated to accept the lowest priced proposal, but will make an award In the best interests of the City of Santa Ana after all factors have been evaluated. The Issuance of this RFP shall not be interpreted as, and does not constitute, a representation by the City that any specific firm or firms will be retained to perform any of the services described herein, and a firm shall not acquire any right or entitlement to be retained for such purpose by virtue of submitting a proposal in -response to this RFP. The City reserves the right to issue additional RFP(s) for the performance of these services during the service period specified below. The Clty may select qualified firms that submit proposals in response to this RFP, and/or any subsequent RFP, to perform all, some or any of the professional services required by the City. The City also reserves the option to cancel or modify this RFP and the selection process at any time. B. Selection Schedule. Note: This schedule is subject to change Activity. -- Estimated Date RFP Issue Date October 26, 2020 Deadline for Receipt of Written Questions November 3, 2020 @ Time 5:00 p.m. (PST) Pre -Proposal Teleconference (Possible) November 9, 2020 (Time/Place T3D) RFP Addenda to be Issued Addressing Questions November 12, 2020 RFP Submissions Due November 30, 2020 — 4:00 p.m. (PST) City of Santa Ana - Revenue Auditing, Recovery, Reporting, Liaison and Implementation Monitoring Services Request for Proposals No. 20-137 October 26, 2020 Page 2