25. AGMT TAX AUDITING SERVICES
Agenda Packets / Staff Reports
City Council (2004 - Present)
25. AGMT TAX AUDITING SERVICES
6/17/2021 4:29:27 PM
6/16/2021 3:19:39 PM
Finance & Management Services
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Finance and Management Services <br />www.santa-ana.org/finance <br />Item # 25 <br />City of Santa Ana <br />20 Civic Center Plaza, Santa Ana, CA 92701 <br />Staff Report <br />January 19, 2021 <br />TOPIC: Approve Consultant Agreement with Avenu Insights <br />AGENDA TITLE: <br />Approve agreement with Avenu Insights & Analytics, LLC for Utility Users' Tax Auditing <br />and Consulting Services for an amount not to exceed $750,000 (General Fund) <br />RECOMMENDED ACTION <br />Authorize the City Manager to execute an agreement with Avenu Insights & Analytics, <br />LLC ("Avenu Insights") for Utility Users' Tax Revenue Auditing, Recovery, Reporting, <br />Analysis, and Legislative/State Agency Liaison and Implementation Monitoring Services <br />for a period beginning February 1, 2021 through January 31, 2024 for an amount not to <br />exceed $462,500 which includes a contingency of $207,500, plus two one-year <br />extensions exercisable by the City Manager and City Attorney for a combined amount not <br />to exceed $287,500 which includes a contingency of $117,500, subject to non -substantive <br />changes approved by the City Manager and City Attorney. <br />DISCUSSION <br />The City imposes a Utility Users' Tax (UUT) for a variety of utility services within the City. <br />Utilities subject to the tax include electricity, gas, telecommunications, and water. <br />Individuals and entities using these utility services pay a City tax rate of 5.5% on all <br />charges made for such services. The City anticipates generating approximately $24.3 <br />million in UUT revenue for FY 2020-21. The estimated UUT accounts for 8% of General <br />Fund revenues. The City has recently concluded its previous consultant agreement for <br />UUT services, which has been used to provide budget planning, revenue forecasting, <br />trend analysis, and other UUT services. <br />Therefore, on October 26, 2020, a Request for Proposals (RFP No. 20-137) for UUT Tax <br />Revenue Auditing Recovery, Reporting, Analysis, and Legislative/State Agency Liaison <br />and Implementation Monitoring Services was issued. Two responsive RFP proposals <br />were received on November 30, 2020. These two (2) proposals were reviewed and <br />evaluated by a selection committee from the Community Development and Finance and <br />Management Services Agencies. The evaluation was based on the following criteria: <br />
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