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AA Y E N U UTILITY USERS TAX CONSULTANT INSIGHTS 6 ANALYTICS RFP #20-137 1.3.5 Ancillary UUT Services [RFP lll.c.s] i. Provide quarterly information regarding federal and state legislative issues, including an analysis of their potential impact on the City. ii. Comparisons to other local, county, and state jurisdictions as applicable. iii. Provide other ad hoc reports identifying other pertinent issues as mutually agreed upon. iv. Assist in development of UUT budget revenue forecast model. V. Provide a reconciliation of UUT 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), which will be used to project annual UUT figures for the City's use in revenue forecasting. Avenu's experts have decades of experience in Analysis, Forecasting, Budgeting, and Regulatory Monitoring Services with respect to Utility User Tax services. Avenu will prepare at a minimum, quarterly analysis of utility users tax revenues, projections, and adjustments on the City's UUT trends in relation to the surrounding market region, by individual business type and geographic areas specified by the City; Avenu's experts can provide UUT analysis reports benchmarked to previous years. 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 and Tax Association, Special Districts Association, City advocates, utility providers, the Public Utilities Commission, CDTFA, BOE, and others. Avenu's analysis includes information on the top revenue producers, indication of revenue changes by business and economic category, identification of major utilities that influence change in the City's tax revenue, and analysis of key utilities that grew or declined during the reporting period. Avenu will provide UUT revenue and cash flow forecasting reports on a quarterly basis and provide reports by industry area and Avenu can tailor reports to the City's needs If needed. Additionally, Avenu will provide a monthly, or at least quarterly, summary of economic news for the City's use in making projections. Avenu will conduct quarterly meetings with the City to discuss the reports and provide illustrations of the data as needed. To ensure the City is supported, Avenu is providing Laura Burnett, Avenu's Client Success Manager to the City of Santa Ana and the City's point of contact. She has first-hand experience with the City and will act as the liaison between Avenu and the City. Additionally, Avenu will provide on -going and ad -hoc analysis, reports, legislative support, and unlimited access to Consultant's team members for UUT related questions, as well as training and support for City staff. Avenu has a government relations team that remain attentive to any future proposed changes to regulatory language in national, state, and federal laws and regulations related to the allocation of UUT revenues. 1.4 TERM OF CONTRACT [RFP 111.1)j Avenu understands and agrees that the services described herein shall be provided for a three (3) year period, from February 1, 2021 to January 31, 2024, with an option exercisable by the City for two (2) one (1) year extensions unless either party provides written notice of its intention not to renew ninety (90) days prior to the end of the then current term. All terms and conditions of the Agreement shall remain effective during any additional renewal term. CITY OF SANTA ANA, CA 15