Item 25 - Approve Consultant Agreement with Avenu Insights

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City of Santa Ana, CA — RFP No. 20-137 Clarification of Avenu's Optional Pricing for Professional Services December 8, 2020 Page 5 Statement of Work 1. Assist the City in collecting additional general tax revenues due to the City, as determined from auditing, identification of entities which are not reporting, recovery of revenues from existing and newly identified entities, reporting and associated compliance activities to include the following UUT categories: Electric, Gas, & Telecommunications. 2. Assist the City in the development of UUT revenue forecast models for Electric, Gas, & Telecommunications UUT and Franchise Fees. 3. Provide legislative and state agency liaison and implementation monitoring including coordination with City's state and federal lobbyists in connection with legislation/regulation relating to City's UUT (all categories - Electric, Gas, Telecommunications & Water, including aggregators, plus CDTFA collected pre- paid telecommunications UUT). Related to the above audit services, the Professional Consultant/Vendor would: • Represent the City for purposes of examining records related to the above revenue sources to identify and confirm any errors/omissions leading to deficient payments to the City. • 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. • Prepare and forward to the appropriate entities'/parties' requests for corrective action and induce voluntary revenue recovery. • Meet with designated City officials as necessary (but not less than quarterly) to review consultant's findings and recommendations. • Provide any additional assistance as necessary to support the City in recovering and preventing tax delinquencies. • Utility Users' Tax: Prepare annual UUT report that includes legal and legislative issues that could potentially affect UUT revenues and a five -year forecast or each utility industry type; assist in development of multi -year UUT budget revenue forecast model. • 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 City's UUT. Avenue Insights Related Services • Represent the City for purposes of examining records related to the above revenue sources to identify and confirm any errors/omissions leading to deficient payments to the City. • 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. • Prepare and forward to the appropriate parties' requests for corrective action and revenue recovery. • Meet with designated City officials as necessary (but not less than quarterly) to review consultant's findings and recommendations. • Provide any additional assistance as necessary to support the City in recovering and preventing tax delinquencies.