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Item 25 - Approve Consultant Agreement with Avenu Insights
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01/19/2021 Regular
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Item 25 - Approve Consultant Agreement with Avenu Insights
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Agenda Packet
Agency
Clerk of the Council
Item #
25
Date
1/19/2021
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EXHIBIT C <br />CONSIDERATION <br />In consideration for the services to be provided by Avenue Insights and Analytics, LLC <br />("CONSULTANT") pursuant to the Consultant Services Agreement (the "Agreement") <br />made as of the 19th daV of January, 2021 by and between Avenu Insights and Analytics, <br />LLC, a Delaware limited liability company and the City of Santa Ana, a charter city and <br />municipal corporation of the State of California ("CITY") CONSULTANT shall be <br />compensated by CITY as set forth below under the terms of the following items. <br />ITEM <br />#1 Utility Users' Tax Revenue Auditing, Recovery, Reporting, Analysis, and <br />Legislative/State Agency Liaison and Implementation Monitoring Services Pro ram <br />Option 1 <br />Option 2 <br />Option 3* <br />Option 4 <br />FiscalYear <br />Fixed Flat <br />Percentageof <br />Percentageof <br />Time and <br />(February 1 through <br />Fee <br />Revenue <br />Recovered <br />Expenses <br />January3l) <br />Source <br />Revenues <br />1 <br />FY2021-2022 <br />$85,000 <br />NIA <br />25%* <br />$125/hr+ <br />approved <br />travel <br />2 <br />FY2022-2023 <br />$85,000 <br />NIA <br />25%* <br />$125/hr+ <br />approved <br />travel <br />3 <br />FY2023-2024 <br />$85,000 <br />N/A <br />25%* <br />$125/hr+ <br />approved <br />travel <br />4 <br />FY2024-2025 <br />$85,000 <br />NIA <br />25%* <br />$125/hr+ <br />approved <br />travel <br />5 <br />FY2025-2026 <br />$85,000 <br />NIA <br />25%* <br />$125/hr+ <br />approved <br />travel <br />TotalCost: <br />$425,000 <br />NIA <br />25%* <br />$125/hr+ <br />approved <br />travel <br />* Please note that the 25% contingency fee on all audits, including the request for any "specialty audits," <br />is provided pursuant to and included, without limitation, to the City pursuant to Avenu Insights' UUT <br />fixed -fee program (Option 1 above). This is along with all other payment monitoring, revenue <br />forecasting, detection services (including aggregators and newly formed entities), etc. The 25% <br />contingency fee applies to all delinquent and unpaid UUT discovered and realized by the City, including <br />penalties and interest thereon, stemming from auditing activities (no prospective application) — which <br />includes substantial legal support, if necessary, to navigate specialty and/or complex issues that have and <br />continue to arise. Avenue Insights also values the ability to offer all such services in-house, and entirely <br />absent the need for non -employee, contract services. The 25% contingency fee shall not exceed <br />$200,000.00 on any given audit, regardless of the time and effort expended by Avenue Insights. Avenue <br />Insights is also offering the City an option to elect to conduct any audit pursuant to an hourly rate, should <br />the City choose to do so (Option 4 above), <br />
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