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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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A HT E IN U UTILITY USERS TAX CONSULTANT IN51(HTS P <N0.LYTICS RFP #20-137 <br />11.Determine how as, electric, water or other deregulation has impacted the franchise <br />9 g p e fee <br />calculation, especially with regard to managed services (storage, distribution, etc.), if <br />applicable. <br />12. Evaluate the utility's treatment of natural gas, electricity or other utility services consumed by <br />the utility provider within its facilities located within the City's jurisdiction, if applicable. <br />13.Analyze the number of customers reported in the City's jurisdiction by rate classification and <br />obtain and review the utility's procedures to code new customers to the proper jurisdictions <br />and the procedures used to address annexations. <br />14.Obtain and review the list of exempted customers, if any, from the franchise fee computation. <br />15.Compare customer address data for each utility with address data to be provided by the City <br />to determine whether any residents and businesses currently within the boundaries of the City <br />have been or are being serviced/invoiced without remittance of the appropriate tax or payment <br />to the City. <br />16.Sample test the utility's billings for completeness and accuracy of franchise fee from <br />customers and verify that all monies collected are submitted to the City. <br />17. Compare the utility's payments, exclusions, and other computations as related to the franchise <br />agreement, or relevant state law. Compare the actual payments made to the City for <br />timeliness and accuracy. <br />b. Detect, document, and correct UUT tax reports errors and omissions in order to generate new, previously unrealized <br />revenue for the City. <br />Avenu's tenured reputation statewide, along with proprietary information provided from remittances to <br />regional metropolitan areas, as well as statewide, provides Avenu with information about newly <br />formed and new generation service suppliers that arise and are either operating, or likely operating <br />within the City, all of which helps to enhance our abilities to detect those who are either not report or <br />omitting various revenues subject to the City's UUTs and/or Franchise Fees. <br />c. Determine if UUT service providers had prior knowledge of the error(s), which could entitle the City to collect revenue <br />from additional reporting periods. <br />Avenu's UUT experts will determine if the service provider had prior knowledge of the error. The <br />determination could entitle the City to collect revenue from additional reporting periods. <br />d. Track and report on all misallocations that have been corrected as a result of the Consultant's efforts and remitted to <br />the City by Utility Users' Tax service providers. <br />Avenu's UUT experts will track and report on all corrected misallocations as a result of Avenu's efforts <br />and remitted to the City by Utility User Tax service providers. <br />e. Monitor and analyze the City's monthly UUT reporting and collection reports with focus on major accounts 90% or <br />more of the City's total service providers (electric, gas, & telecommunications) to identify any irregularities or <br />unusual deviations from the normal pattern, and ensure that the City is not receiving less revenue than it is entitled to <br />receive. <br />Avenu will monitor and analyze the City's monthly UUT reporting and collection reports, and will focus <br />on major account, 90% or more of the City's total service providers, to identify any irregularities or <br />unusual deviations from normal patterns, and ensure that the City is receiving the revenue to which it <br />CITY OF SANTA ANA, CA 12 <br />
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