25. AGMT TAX AUDITING SERVICES - Laserfiche WebLink

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Approve Consultant Agreement with Avenu Insights January 19, 2021 Page 3 providers for use in forecasting and providing year -over -year analysis of revenue trends from all industries. 2. For each error/omission identified and confirmed, prepare the appropriate documentation to facilitate recovery of revenue due to the City including any applicable penalties and interest via either written notice or verbal contact with the appropriate officials or representatives of current and developing industries. 3. Prepare and forward to the appropriate parties requests for corrective action and revenue recovery. Such requests will be in the form and fashion of a compliance notice backed with legal analysis which will provide perspective to the utility regarding their risks of noncompliance and/or being subjected to examination and enforcement. Over a period from approximately FY 1992-93 through the conclusion of the term of the most recent UUT services agreement with MuniServices, a wholly owned subsidiary of Avenu Insights, UUT revenue generation/recovery from these services for the City of Santa Ana totaled approximately $36,255,OOO,reported as of July 2020. 4. Meet with designated City officials as necessary (but not less than quarterly) to review consultant findings and recommendations. 5. Provide any additional assistance pursuant to specific City requests as necessary to support the City in recovering and preventing past, current, and future tax delinquencies. 6. Utility Users' Tax — Prepare annual UUT report that includes a detailed legal and legislative update spanning activities which have occurred in the prior year and those which are likely or certain to continue within the following years that could potentially affect UUT revenues and a five year forecast for each utility industry type; and assist in the development of multi -year UUT budget revenue forecast model. Avenu will also conduct regular quarterly one-on-one meetings with the City to update the UUT revenue forecast for issues which were either uncertain or unknown at the time of the original forecasting in order to keep the City apprised of the most accurate forecast models for its UUT revenues year-to-date and beyond. 7. Legislative/State Agency Liaison and Implementation Monitoring — Provide federal, state, and local legislative and state agency liaison and program implementation monitoring; including coordination with City's state and federal lobbyists in connection with legislation/regulation relating to the City's UUT. Avenu will also coordinate with statewide and national government associations' legal and legislative teams to assist in advocating for favorable legislative actions at the state and federal level on the City's behalf. Avenu additionally will interact directly with state legislative bodies in the drafting of state statutes and administrative code