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AVENU INSIGHTS & ANALYTICS, LLC
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Last modified
2/1/2021 3:48:29 PM
Creation date
2/1/2021 3:46:16 PM
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Contracts
Company Name
AVENU INSIGHTS & ANALYTICS, LLC
Contract #
A-2021-014
Agency
Finance & Management Services
Council Approval Date
1/19/2021
Expiration Date
1/31/2021
Insurance Exp Date
1/1/1900
Destruction Year
2029
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UTILITY USERS TAX CONSULTANT <br />A V E N U <br />AINSIGHTS 6 1NAIYTICS RFP #20-137 <br />2. Prepaid Wireless Monitoring and Analysis. For direct sellers, Avenu will monitor the <br />monthly prepaid wireless payments and perform a comparative analysis with similar cities to <br />determine accuracy and identify any potential discrepancies. For major direct sellers, Avenu <br />will perform a tax application review under Item 1 above. We will identify online prepaid <br />wireless sellers and send an annual notice letter to ensure compliance with local and state <br />laws and regulations. Avenu will engage and follow-up with the California Department of Tax <br />& Fee Administration (CDTFA) on any issues, problems and discrepancies affecting your <br />City's prepaid wireless revenue collections by retail sellers, including online sellers, to the <br />extent that MuniServices has access to CDTFA documents through a City resolution <br />authorizing Avenu to have such access. <br />3. UUT Website. Prepare and maintain an accurate copy of the City's UUT ordinance and its <br />administrative rules and interpretations on the uutinfo.org website, including a link to the City's <br />web page (if desired). Model forms for exemptions and remittances, administrative rulings, <br />and other tax compliance documents will be maintained on the www.uutinfo.ora website. <br />4. Revenue Forecasts and Management Reports. Avenu will provide an annual report that <br />outlines the year's activities in review, revenue forecasts, year -over -year (YOY) comparison <br />charts and revenue generated from compliance activities. This report contains an analysis of <br />UUT revenues, and a five-year revenue forecast on each of the utility business segments <br />(electric, gas, CATV, wired telecom, wireless telecom, etc.). <br />5. Tax Application and Geocode Inquiries. Avenu will provide technical assistance to City <br />staff and provide timely analysis and draft responses to tax application inquiries from utility <br />companies and will assist in responding to citizens regarding their utility bills and the <br />computation of the UUT. Avenu will assist City and the utility service providers in correcting <br />geocoding errors in response to taxpayer complaints. <br />Avenu provides the following Revenue Protection and Enhancement Activities: <br />1. Legislative and Regulatory Review Services. Avenu will monitor proposed state and <br />federal legislation and regulatory activity to identify issues affecting the City's UUT or utility <br />franchise revenues and, make recommendations to client cities, their lobbyists, and other <br />potential stakeholders or municipal advocates and otherwise assist in developing effective <br />consensus positions and coordinated advocacy. <br />2. Technology and Marketing Analysis. Avenu will identify, monitor and anticipate changes in <br />technology, services, or marketing of services, which may have an impact on future UUT <br />revenues. <br />Avenu will provide the following advisory services related to your City's UUT Ordinance: <br />CITY OF SANTA ANA, CA <br />
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