Item 25 - Approve Consultant Agreement with Avenu Insights

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A Y N U UTILITY USERS TAX CONSULTANT E ,NSIG17TS & ANAiVTJCS RFP #20-137 11. Determine how gas, electric, water or other deregulation has impacted the franchise fee calculation, especially with regard to managed services (storage, distribution, etc.), if applicable. 12. Evaluate the utility's treatment of natural gas, electricity or other utility services consumed by the utility provider within its facilities located within the City's jurisdiction, if applicable. 13.Analyze the number of customers reported in the City's jurisdiction by rate classification and obtain and review the utility's procedures to code new customers to the proper jurisdictions and the procedures used to address annexations. 14.Obtain and review the list of exempted customers, if any, from the franchise fee computation. 15.Compare customer address data for each utility with address data to be provided by the City to determine whether any residents and businesses currently within the boundaries of the City have been or are being servicedlinvoiced without remittance of the appropriate tax or payment to the City. 16.Sample test the utility's billings for completeness and accuracy of franchise fee from customers and verify that all monies collected are submitted to the City. 17. Compare the utility's payments, exclusions, and other computations as related to the franchise agreement, or relevant state law. Compare the actual payments made to the City for timeliness and accuracy. b. Detect, document, and correct UUT tax reports errors and omissions in order to generate new, previously unrealized revenue for the City. Avenu's tenured reputation statewide, along with proprietary information provided from remittances to regional metropolitan areas, as well as statewide, provides Avenu with information about newly formed and new generation service suppliers that arise and are either operating, or likely operating within the City, all of which helps to enhance our abilities to detect those who are either not report or omitting various revenues subject to the City's UUTs and/or Franchise Fees. c. Determine if UUT service providers had prior knowledge of the error(s), which could entitle the City to collect revenue from additional reporting periods. Avenu's UUT experts will determine if the service provider had prior knowledge of the error. The determination could entitle the City to collect revenue from additional reporting periods. d. Track and report on all misallocations that have been corrected as a result of the Consultant's efforts and remitted to the City by Utility Users' Tax service providers. Avenu's UUT experts will track and report on all corrected misallocations as a result of Avenu's efforts and remitted to the City by Utility User Tax service providers. e. Monitor and analyze the City's monthly UUT reporting and collection reports with focus on major accounts 90% or more of the City's total service providers (electric, gas, & telecommunications) to identify any irregularities or unusual deviations from the normal pattern, and ensure that the City is not receiving less revenue than it is entitled to receive. Avenu will monitor and analyze the City's monthly UUT reporting and collection reports, and will focus on major account, 90% or more of the City's total service providers, to identify any irregularities or unusual deviations from normal patterns, and ensure that the City is receiving the revenue to which it CITY OF SANTA ANA, CA 12