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A V E N U UTILITY USERS TAX CONSULTANT <br />INSIONTS R ANAIYTICS RFP #20-137 <br />Avenu will provide the following Compliance Activities: <br />1. UUT Tax Application Review. Avenu will conduct a "Focused" compliance review of the <br />major service providers on behalf of one or more cities to assure that the provider's "tax <br />application" matrix reflecting all of the provider's current products and service, is being <br />taxed properly, for the benefit of City and other client cities. <br />2. UUT Payment Review. Identification of possible gaps in payments, irregularities, calculation <br />mistakes ( wrong tax rate), and other payment errors to the City, provided that the City <br />provides Avenu with regular UUT payment history. MuniServices will assist the City with the <br />appropriate compliance correspondence and enforcement actions. <br />3. Comparative Analysis of UUT Payments. Avenu will periodically perform a comparative <br />analysis of a service provider's UUT payments to the City with other neighboring or <br />comparable client cities, after adjusting for rate, population, and median household income. <br />Avenu will also perform a comparative analysis of the franchise and UUT payments for gas <br />and electricity. <br />4. Detection. <br />a. Avenu will annually update its proprietary database of "new telecom service providers" <br />and send out a PUC 799 notice letter to such new providers on City's behalf. The <br />current list exceeds 1,500 providers. <br />b. Avenu will annually update its proprietary database of new "video service providers" and <br />send out a notice letter to such new providers on City's behalf. <br />c. Avenu will annually review the SIB 278 lists of the major gas and electric companies <br />to identify new non -core gas and direct access electric customers, as well as new <br />third -party providers, and take appropriate steps to assure that the UUT is being <br />applied to "commodity" purchases. <br />5. Exemption Review. Avenu will periodically review the exemption lists of the major service <br />providers regarding non-residential customers. <br />6. Optional City Specific Compliance Reviews. At City's option, Avenu will offer "City - <br />Specific" reviews on a performance fee or other negotiated basis, if the above activities or <br />other factors (e.g., non -response by utility provider) would suggest that there is a <br />reasonable need to do so. <br />1. UUT Payment History. Avenu will provide the City, on a monthly or otherwise mutually <br />agreed upon basis, with a spreadsheet reflecting the City's UUT payments by provider and <br />utility category (based on remittance data provided by City to Avenu). <br />CITY OF SANTA ANA, CA <br />