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Avenu Insights & Analytics <br />5860 Trinity Parkway, Suite 120 <br />Centreville, VA 20120 <br />City of Santa Ana <br />Attn: Alex Gutierrez, Management Analyst <br />Finance & Management Services Agency <br />Treasury & Customer Service <br />20 Civic Center Plaza, 1 st Floor <br />Santa Ana, CA 92701 <br />A A V E N U <br />IN5IGNTS & ANALYTICS <br />Phone: (205) 4234177 <br />Email: Jonathan.GerthOavenuinsiehts.com <br />Website: www.avenuinsiehts.com <br />Jonathan V. Gerth, Esq. <br />VP, Tax & Audit Services <br />Avenu Audit Department <br />5716 Corsa Ave., Ste 203 <br />Westlake Village, CA 91362 <br />December 8, 2020 <br />RE: City of Santa Ana, CA - RFP No. 20-137 - Addendum (Clarification of Avenu Insights & <br />Analytics, LLC's Pricing Options for Professional Services <br />To: Finance & Management Services Agency: <br />Avenu Insights & Analytics/MuniServices, LLC ("Avenu Insights") would like to thank the City of <br />Santa Ana ("City") for its consideration and the opportunity to competitively bid RFP No. 20-137 ("RFP") as <br />it relates to the City's Utility Users' Taxes ("UUT"). Avenu Insights has been the industry expert in this <br />particular field for decades and has only enhanced and expanded its California presence and expertise in the <br />market in recent years. Insights' statewide provision of these services provides us with a level of both <br />proprietary and full understanding of the uniqueness of the times within which we live, and the rapid <br />advancement of technologies which combined have created a volatile environment and only added to the <br />complexity and multitudes of compliance issues within the UUT arena. We are also well aware of the <br />significance of these revenues as an essential portion of the City's operating budget. <br />Accordingly, we appreciate the opportunity to provide the City with a model of pricing for optional <br />levels and varieties of services that Avenue Insights hereby offers and will indeed provide to the City in <br />response to the RFP, including additional value added services, in a manner which demonstrates clarity and <br />affordability to the City. Additionally, Avenue Insights herein offers brief explanations as to what is <br />included within each cost proposal for each individual service to preclude any inferences that multiple <br />services are not encompassed within each pricing model. <br />ATTACHMENT 6 - COST/BID PROPOSAL FORM - RFP No. 20-137 <br />Utility Users' Tax Revenue Auditing, Recovery, Reporting, Analysis, and Legislative/State Agency <br />Liaison and Implementation Monitoring Services - Cost/Bid Proposal <br />All Fiscal Years below must be bid in order for the quote to be considered responsive except where bidder <br />specifies a future commencement date of performance. <br />