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DAVID TAUSSIG AND ASSOCIATES, INC. DBA DTA
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DAVID TAUSSIG AND ASSOCIATES, INC. DBA DTA
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Last modified
11/4/2024 12:42:16 PM
Creation date
10/11/2023 1:40:58 PM
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Contracts
Company Name
DAVID TAUSSIG AND ASSOCIATES, INC. DBA DTAq
Contract #
N-2023-266
Agency
Finance & Management Services
Insurance Exp Date
12/19/2024
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dta <br />w YinanceDTA.com <br />SECTION I <br />FIRM QUALIFICATIONS <br />gives DTA the ability to adapt and create new models to meet any of the City's <br />changing needs. <br />Nigh -Level Support: DTA's clients receive high levels of personal attention from <br />senior staff, with a Principal, Senior Vice President, or Vice President always <br />available to meet with public agency staff and other groups. Due to the loyalty <br />of DTA's senior staff, many of whom have worked with us for 20 years or more, <br />DTA is able to offer a level of management expertise that is unequalled <br />throughout the field of assessment/special tax consulting. <br />Analytical Capabilities: DTA utilizes MuniAnalytics, a proprietary software <br />developed by DTA as the most advanced cloud -based system available, for all of <br />its special tax/assessment administration. This software allows DTA to easily <br />automate the management of district data, including parcels and property <br />ownership, and calculation of special tax/assessment rates. MuniAnalytics is <br />capable of managing large, complex districts, year after year, while maintaining <br />historical data for audit and compliance purposes. MuniAnalytics leverages a <br />rule -based approach, allowing DTA to model each district's special <br />tax/assessment formula in order to consistently automate the assignment of <br />property classifications and calculation of special tax/assessment rates for <br />individual parcels. In addition to system validations, DTA is able to visually verify <br />the results using detailed summarization screens to show the allocation of tax <br />classifications and combined totals for each class. Extensive reporting and <br />dashboards provide even further visualization of the resulting data that can be <br />easily shared among the team. <br />With MuniAnalytics, DTA can enforce governance over each phase of a district's <br />administration life cycle. This allows DTA staff to focus on quality and <br />consistency while leveraging technology to ensure process and data compliance. <br />These and other advantages are discussed below. <br />v Web -Based: MuniAnalytics is web -based and accessible using a browser <br />anytime and anywhere. Data is encrypted using 128-bit encryption and <br />only available to users with authorization. Authorized users have access <br />to district data and can view district information at any point in a district's <br />administration life cycle. <br />Data Governance: MuniAnalytics performs data consistency and <br />validation checks for data entered into the system. This ensures the <br />integrity and completeness of all district data. Once a district is <br />established in MuniAnalytics, the data is automatically versioned each <br />fiscal year. This maintains a snapshot in time for past work completed <br />and ensures the current fiscal year is always working with the latest <br />version of the data. Verstoning the data also eliminates the need for <br />manual data processing, which is subject to human error and <br />transposition. <br />CityofSanta Ana September 8, 2023 <br />Proposal for Consultant Services Related to the Evaluation of an EIFD and a CFD <br />S <br />
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