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C. Utility Users' Tax — Additional Requirements <br />1, General Strategy <br />a, Describe the general strategy for UUT 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 UUT for the City, <br />b. Detect, document, and correct UUT tax reports errors and omissions In order to <br />generate new, previously unrealized revenue for the City, <br />c. Determine if UUT service providers had prior knowledge of the error(s), which could <br />entitle the City to collect revenue from additional reporting periods. <br />d, Track and report on all misallocations that have been corrected as a result of the <br />Consultant's efforts and remitted to the City by Utility Users' Tax service providers. <br />f. Monitor and analyze the City's monthly UUT reporting and collection reports with <br />focus on major accounts 90% or more of the City's total service providers (electric, <br />gas, & telecommunications) to Identify any Irregularities or unusual deviations from <br />the normal pattern, and ensure that the City Is not receiving less revenue than It is <br />entitled to receive, <br />g, Assist the City with strategies to preserve and enhance UUT generated by the <br />existing service providers operating within the City of Santa Ana. <br />3. Utility Users' Tax Reporting Services <br />The successful Proposer shall: <br />a. Generate reports to Identify service provider errors and omissions and analyze City <br />Utility Users' Tax rate. Provide printouts, graphs, and comparative data on a <br />quarterly basis. <br />b. Provide written quarterly UUT reports and attend quarterly meetings with the City to <br />discuss activity in the reports. The reports will Include the following: <br />L Quartteriv reportlnc,. Prepare a quarterly report on the City's UUT revenues <br />and service providers generating these revenues. The report should Identify <br />and analyze revenue performance, trends, gains, declines, projections, and <br />pertinent' issues. The report should capture UUT performance Citywide, by <br />service provider (including aggregators), and by utility type (electric, gas, and <br />telecommunications to Include pre -paid UUT collected and reported by <br />telecommunications service providers as well as pre -paid UUT paid to retailers <br />and collected by CDTFA). Quarterly report data should also be made <br />available In Word formatted documents and PDFs with graphs and charts <br />available In Excel format and tables available In Excel or Access data table <br />format, allowing for easy query of the data by authorized City staff, The <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. 20-137 <br />October 26, 2020 Page 4 <br />