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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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4/10/2024 2:09:44 PM
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City Clerk
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Agenda Packet
Agency
Clerk of the Council
Item #
25
Date
1/19/2021
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In the event that CITY shall elect the contingency option to receive HVT <br />Administration/Reporting Service Program services, CITY shall compensate <br />CONSULTANT for the program service based on the Option 1 Fixed Flat Fee schedule <br />shown above for each program fiscal year (February 1 through January 31) covered <br />within the TERM of the Agreement together with a one-time implementation fee of $5,000. <br />#4 Contingency Option_ - Specialty UUT Major Audit Service Program — Electric, <br />Gas, Telecom Utilities <br />In the event that CITY shall within the TERM of the Agreement elect the <br />contingency option to engage CONSULTANT to perform Major UUT Audits, whether <br />deemed specialty or otherwise, CITY shall pay a flat -fee amount of $30,000 per Major <br />UUT audit. Where a Major UUT Audit involves a public utility subject to a City of Santa <br />Ana Franchise Fee the audit shall extend to cover such franchise fees. <br />#5 Continaencv Option — Miscellaneous Utility Audits <br />In the event that CITY shall within the TERM of the Agreement elect the <br />contingency option to engage CONSULTANT to perform Miscellaneous Utility Audits, <br />whether deemed specialty or otherwise, and whether involving aggregators or newly <br />formed entities, or non-UUT utilities, CITY shall pay a percentage fee amount based on <br />Item #1 Option 3 Percentage of Recovered Revenue. Where a Miscellaneous Utility <br />Audit involves a public utility subject to a City of Santa Ana Franchise Fee the audit shall <br />extend to cover such franchise fees. (CITY may at its own option designate Item #1 <br />Option 4 Time and Expenses as an alternative basis for payment for any such <br />Miscellaneous Utility Audit.) <br />#6 Contingency Option — Revenue Recovery Audits <br />In the event that CITY shall within the TERM of the Agreement elect the <br />contingency option to engage CONSULTANT to perform Revenue Recovery Audits, CITY <br />shall pay a flat -fee amount of $6,000 per audit. <br />Revenue Recovery Audits - Categories <br />Hotel Visitors' Taxes <br />• Hotel Tourist Marketing District Assessment Fees <br />• Business License Taxes and associated Business Improvement District <br />Assessment Charges (as applicable) <br />• Medical Marijuana and/or Cannabis Taxes (cultivation, manufacture, <br />distribution, testing), or Cannabis related Operating Agreement Fees (as <br />applicable). <br />
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