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UTILITY USERS TAX CONSULTANT A V E N U INSIGHTS 4 6NALYTIC5 RFP #20-137 is entitled. Avenu will Identify of possible gaps in payments, irregularities, calculation mistakes ( wrong tax rate), and other payment errors to the City, provided that the City provides Avenu with regular UUT payment history. Avenu will assist the City with the appropriate compliance correspondence and enforcement actions. f. Assist the City with strategies to preserve and enhance UUT generated by the existing service providers operating within the City of Santa Ana. Avenu is recognized statewide and throughout the country as an entity that consistently remains on the cutting edge of technological advancements and governing laws related thereto, both federal and state, and retains professionals with industry -leading expertise in this respect who routinely draft articles which are published in national governmental periodicals and forums and regularly lecture at California and nationwide tax forums on updates within the utility industry. Avenu's experience and the revolutionary aspects related to the national implementation of 5G wireless networks, the Permanent Internet Tax Freedom Act, evolving technological industries which are constantly spawning through creative usage of faster intennet protocol, new technologies, and Avenu's vast experience in exercising enforcement upon these issues in order to maximize revenue by expanding the City's tax base are unparalleled. Avenu's UUT experts will, without question, assist and supplement the City's resources with strategies to preserve and enhance UUT revenues generated by the existing service, existing service providers who are operating and serving end users in the City absent physical locations, and newly developed and developing providers which are or will be operating within the City in the future. 1.3.3 Utility Users' Tax Reporting Services [RFP III.C.31 a. Generate reports to identify service provider errors and omissions and analyze City Utility Users' Tax rate. Provide printouts, graphs, and comparative data on a quarterly basis or other recurring basis that meets the specific needs or desires of the City. b. Provide written quarterly UUT reports and attend quarterly meetings with the City to discuss activity in the reports. The reports will include the following: Quarterly reporting. Prepare a quarterly report on the City's UUT revenues and service providers generating these revenues. The report should identify and analyze revenue performance, trends, gains, declines, projections, and pertinent issues. The report should capture UUT performance Citywide, by service provider (including aggregators and evolving, new entities providing new technological utility services that are within the scope of the City's levies), and by utility type (electric, gas, and telecommunications to include pre -paid UUT collected and reported by telecommunications service providers as well as pre -paid UUT paid to retailers and collected by CDTFA). Quarterly report data should also be made available in Word formatted documents and PDFs with graphs and charts available in Excel format and tables available in Excel or Access data table format, allowing for easy query of the data by authorized City staff. The consultant should also be available to City staff to answer periodic questions regarding UUT issues and performance. ii. Contingency option. Provide electronic reporting research database application for City UUT (client/server or web -based portal application). The application should allow authorized City staff to search, query, filterlsort and export UUT reporting and payment data (in common data formats; e.g. Access, Excel, etc.) for staff presentation and analysis based on service provider and utility type. CITY OF SANTA ANA, CA 13