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25. AGMT TAX AUDITING SERVICES
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01/19/2021 Regular
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25. AGMT TAX AUDITING SERVICES
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6/17/2021 4:29:27 PM
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6/16/2021 3:19:39 PM
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City Clerk
Doc Type
Agenda Packet
Agency
Finance & Management Services
Item #
25
Date
1/19/2021
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Approve Consultant Agreement with Avenu Insights <br />January 19, 2021 <br />Page 2 <br />• Professional Consultant/Contractor Qualifications 20% <br />• Professional Consultant/Contractor Experience 20% <br />• Client References 15% <br />• Proposed Scope of Services 30% <br />• Cost of Providing Service 15% <br />The final score was derived by averaging the individual staff member's rating for each <br />category and then reaching a cumulative score. Using this methodology, the highest <br />average cumulative score is reflective of the best proposal. <br />The proposals received in response to RFP No. 20-137 were ranked accordingly, as <br />follows: <br />Rank <br />Firm <br />Auera e Scare Out of 100 ts. <br />1 <br />Avenu Insights & Analytics, LLC <br />96 <br />2 <br />HdL Companies <br />86 <br />Staff recommends selecting Avenu Insights due to its extensive experience and <br />specialization in UUT revenue auditing, recovery, reporting, analysis, and legislative/state <br />agency liaison and implementation monitoring services. Additionally, Avenu Insights was <br />evaluated as the most responsive, capable, and cost effective respondent to the City's <br />UUT consulting service needs. Avenu Insights is a leader in assisting local governments <br />in implementing, administering, and managing multiple tax types. They service more than <br />1,000 government entities nationwide. <br />Avenu Insights, and their wholly owned subsidiary MuniServices, LLC, have been <br />supporting the City with UUT services since the City's most recent RFP in 2016. Avenu <br />Insights is knowledgeable concerning UUT trends in Orange County as they provide <br />revenue enhancement and auditing services to cities such as Anaheim, Brea, Cypress, <br />Laguna Beach, Newport Beach, and Villa Park. In addition to providing services to the <br />County of Orange and the Orange County Transit Authority. <br />The UUT services provided by Avenu Insights (Avenu) will include, but are not limited to, <br />the following items: <br />1. Represent the City for purposes of examining UUT records in order to identify and <br />confirm any errors/omissions leading to deficient payments to the City on a monthly <br />basis which ensures utility providers are paying the appropriate rate, that all <br />providers in the area are reporting, and that newly formed and aggregator suppliers <br />are in compliance with both UUT and Franchise Fee payments. Avenu also <br />maintains secure databases which retain payment histories from all reporting <br />
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