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AA V E N U INSIGHTS b SNILVTICS i Scope of Services UTILITY USERS TAX CONSULTANT RFP #20.137 As the nations leading provider of Utility User Tax consultant services, with decades of extensive experience, Avenu fully understands the City's objectives and has the requisite capabilities and experience to successfully: 1) Assist the City in the collection of Utility User Tax revenues, due to the City, as determined by Avenu's auditing, recovering, reporting, and other general compliance activities; 2) support the City in the development of UUT revenue forecast models; and 3) provide to the City legislative and state agency liaison and implementation monitoring. Avenu offers herein below an itemized response to Section III of the City's "SCOPE OF SERVICES AND TERM OF CONTRACT." 1.1 SOURCE OF REVENUE [RFP III.A] Utility Users' Tax ("UUT") - Rate 5.5% - UUT Service Provider Categories: Electric, Gas, & Telecommunications Service Providers (to include electric and gas aggregators, and California Department of Tax and Fee Administration's ("CDTFA") collected pursuant to the Local Prepaid Mobile Telephony Services Collection Act. Avenu has been the industry pioneer and leader in CA UUT for nearly thirty (30) years. Avenu is the only entity which: (1) maintains the state's only website, uutinfo.org, which nationwide utility service suppliers rely upon for current UUT tax rates and levies throughout the state; (2) were the first to provide ordinance optimization services under legal expertise to ensure and maintain the modernization of terminologies applicable to various industries that remain both all-inclusive and time - enduring to provide municipalities and counties with the most encompassing levies legally permissible; and (3) are the only entity that solely utilizes degreed and/or licensed accounting and legal professionals to provide consultation services, tax compliance auditing, and legal defense and support for any and all tax findings and navigate the extreme legal opposition commonly applicable to the ever -evolving industries in this arena of taxation. Avenu has an in-depth understanding of the City's ordinances, and indeed those statewide, for Electric, Gas, & Telecommunications UUTs, (" ") § 35-156 In addition, Avenu's expertise extends to both identifying and enforcing compliance upon electric and gas aggregators, particularly Clean Power Alliances and other local service suppliers, that utilize gas and electric delivery infrastructure owned by those franchisees who maintain such infrastructures within the City. Finally, Avenu co -sponsored and drove the legislative efforts to pass both S.B. 344 (2019) and S.B. 1441 (2020), in partnership with Sen. Mike McGuire, to gain legislative extensions of the Local Mobile Prepaid Telephony Services Collection Act, CAL. REV. & TAX. CODE § 42100 via administration by the California Department of Tax and Fee Administration (CDTFA) collected on the retail sale of prepaid wireless telecommunications services sold to prepaid customers. Avenu monitors both the payments and the charges for administration thereof by the CDTFA for nearly seventy percent (70%) of the state market. While contingency fee auditing is prohibited under the legislation, Avenu has the necessary expertise to identify these revenues through audits of service suppliers who have subsidiaries who provide such services and have extensive experience in conducting direct audits on the prepaid wireless entities pursuant other pricing. CITY OF SANTA ANA, CA