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AA V E N U INSIGNYS 6 •NALYTiCS UTILITY USERS TAX CONSULTANT RFP #20-137 Analysis and recommendation (including drafting amendment language) on proposed state and federal legislation. Assistance with tax application issues, including taxation of new technologies or services; including preparation of Administrative Rulings. Assistance on issues involving "bundling rule" and tax allocation/apportionment. Assistance on nexus issues (re: tax application and collection). Review of city's tax info/forms on uutinfo.org. Assistance on Voluntary Disclosure Agreements (offers to compromise owed taxes). On request, review of exemption status of individual utility user. Avenu monitors proposed state and federal legislation to identify issues affecting the City's UUT or utility franchise revenues, and, if justified, make recommendations to the City and its lobbyists. Avenu uses its own in-house counsel on matters requiring legislative and legal analysis. Our Government Relations team works in collaboration with counsel and other stakeholders including representatives from the League of California Cities, the California Society of Municipal Finance Officers, the California Municipal Revenue Tax Association, Special Districts Association, City advocates, utility providers, the Public Utilities Commission, CDTFA, BOE, and others. Our team will work with the City for the further protection of revenues including advocacy efforts on state and federal bills, including by not limited to, affecting taxation of broadband telecommunication networks; taxation of wireless services; and taxation of on-line sales and certain digital goods. Our Government Relations team manages its communication with clients through a strong public relations program and provides crisis assistance on policy matters. We also maintain a website and posts published works on policy issues including an industry respected publication, "Policy Update." b. Define the role of City staff and City records as it relates to your efforts. To conduct any UUT/Franchise Fee City Specific Reviews, Avenu would require the same amount of City support as provided in the past, including items such as copies of payment information, annual copy of SB 278 data, etc. c. Identify what sources of information will be needed and the means with which they will be acquired. Avenu will need to obtain copies of ordinances and agreements that govern each utility. Information from the City on any known compliance issues or previous compliance activity and any other important factors, for example, any recent boundary changes, annexations, or rate changes that may have an impact on compliance. Additionally, any payment records available from the City. 1.3.2 Objectives and Methodology tRFP III.C.21 a. Identify the specific procedures you will use to detect, correct, and recover misallocated UUT for the City. Avenu will generally use the following procedures: CITY OF SANTA ANA, CA 10