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A V E N U UTILITY USERS TAX CONSULTANT INSIGHTS A, ANALYTIC$ RFP #20-137 • Goal of professional consultant services provider: (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 UUT categories: Electric, Gas, & Telecommunications; (2) assist in development of UUT revenue forecast models for Electric, Gas, & Telecommunications UUT; (3) provide legislative and state agency liaison and implementation monitoring including coordination with City's state and federal lobbyists in connection with legislation/regulation relating to City's UUT (all categories - Electric, Gas, Telecommunications & Water, including aggregators, plus CDTFA collected pre -paid telecommunications UUT). Avenu has assessed the goals sought pursuant to Section III.A and are confident that we have the unique and unmatched experience and capabilities to meet and/or exceed the City's goals stated therein. Avenu will: 1. Assist the City in collecting additional general tax revenues due to the City, as determined from auditing, identification of entities which are not reporting, recovery of revenues from existing and newly identified entities, reporting and associated compliance activities to include the following UUT categories: Electric, Gas, & Telecommunications. 2. Provide the City With UUT revenue forecast models for Electric, Gas, & Telecommunications UUT and Franchise Fees. Our forecasts will include optimistic, most like and pessimistic scenarios, including short, mid and long-range forecast by service type category, and will also have included detailed individual provider payment information. We will provide quarterly updated forecasts during the fiscal year. 3. Provide legislative and state agency liaison and implementation monitoring including coordination with City's state and federal lobbyists in connection with legislation/regulation relating to City's UUT (all categories - Electric, Gas, Telecommunications & Water, including aggregators, plus CDTFA collected pre -paid telecommunications UUT). Avenu will provide written policy updates throughout the year and will provide recommended actions that the city may choose to take and as appropriate. We will also provide detailed information on legislative and regulatory issues specific to the city during our in person quarterly meetings. 1.2 RELATED SERVICES [RFP III.B] Related to the above audit services, the Professional ConsultantlVendor would: • Represent the City for purposes of examining records related to the above revenue sources to identify and confirm any errors/omissions leading to deficient payments to the City. • For each error/omission identified and confirmed, prepare the appropriate documentation to facilitate recovery of revenue due to the City including any applicable penalties and Interest. • Prepare and forward to the appropriate entities requests for corrective action and induce voluntary revenue recovery. • Meet with designated City officials as necessary (but not less than quarterly) to review consultant's findings and recommendations. • Provide any additional assistance as necessary to support the City in recovering and preventing tax delinquencies. • Utility Users' Tax: Prepare annual UUT report that includes legal and legislative issues that could potentially affect UUT revenues and a five-year forecast or each utility industry type; assist in development of multi -year UUT budget revenue forecast model. • Legislative/State Agency Liaison and Implementation Monitoring: Provide federal, state, and local legislative and state agency liaison and program implementation monitoring (including coordination with City's state and federal lobbyists in connection with legislationlregulation relating to City's UUT. Avenu has reviewed Section III.B, Related Services, and Avenu will provide all services outlined therein: CITY OF SANTA ANA, CA