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Item 23 - Adopt a Resolution and Approve Agreement for Tax Revenue Auditing, Analysis, Forecasting, and Reporting Service
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Item 23 - Adopt a Resolution and Approve Agreement for Tax Revenue Auditing, Analysis, Forecasting, and Reporting Service
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7/10/2024 5:22:02 PM
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City Clerk
Doc Type
Agenda Packet
Agency
Finance & Management Services
Item #
23
Date
7/16/2024
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(9)CITY OF SANTA ANA <br />I. BACKGROUND <br />Incorporated in 1886, Santa Ana, a Charter City, established a Council -Manager form of <br />government in 1952. The City Council is composed of seven members; the Mayor elected at <br />large and six Council members elected by ward, who appoint the City Manager, City Attorney <br />and Clerk of the Council. The City of Santa Ana (City) is a full -service City with a diverse <br />population of approximately 335,000. <br />The City's eleven agencies provide all the traditional municipal services, as well as water utility, <br />library system, 20-acre zoo, City Jail, Police Department, and contracts with the Orange County <br />Fire Authority for provision of fire services. The City employs 1,178 authorized full-time positions <br />and has an annual citywide budget is $646 million, including the General Fund budget of $316 <br />million. <br />The City of Santa Ana is located 10 miles inland from the Pacific Ocean, 33 miles southeast of <br />Los Angeles and 90 miles north of San Diego. The City, which is the county seat of Orange <br />County, encompasses an area of approximately 27 square miles and is the 11th largest by <br />population in California. <br />II. OVERVIEW OF PROJECT <br />The City is seeking proposals from qualified firms and organizations (Proposers) to provide audit, <br />revenue recovery, analysis, forecasting, and reporting services for the following tax revenues: <br />OPTIONS: <br />A. Sales & Use Tax (Bradley -Burns allocation) and Transactions & Use Tax (Santa Ana <br />Measure X) <br />B. Property Tax, Property Tax In -Lieu of Vehicle License Fees, Residual Allocations from the <br />Redevelopment Property Tax Transfer Fund, and Documentary Stamp Tax <br />C. Non -Regulatory Business License Tax <br />D. Business License Tax for Cannabis Business <br />E. Hotel Visitors Tax (more commonly known as Transient Occupancy Tax) <br />F. Utility Users Tax for Electric, Gas & Telecommunications Services <br />Additionally, the City is seeking proposals from from qualified Proposers to provide and present <br />data for the following option: <br />G. Statistical Report Package for the Annual Comprehensive Financial Report <br />The City may award agreements to one or more Proposers, however, it desires to contract with a <br />minimum number of firms if possible, for a total of seven options provided as outlined throughout <br />EXHIBIT I — Scope of Services. Proposers may submit a proposal for any or all of the seven <br />Options listed above (A-G). If a Proposer is qualified and capable of proposing for multiple options, <br />they are encouraged to do so. <br />The term "Vendor", "Proposer", "Firm", "Consultant", and "Contractor" shall refer to any legal entity <br />or entities submitting a proposal in response to this Request for Proposals (RFP). <br />III. SCOPE OF SERVICES <br />SEE EXHIBIT I — SCOPE OF SERVICES <br />City of Santa Ana RFP No. 24-010 <br />Page 3 of 38 <br />
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