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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
Creation date
7/10/2024 10:30:44 AM
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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) <br />CITY OF SANTA ANA <br />ATTACHMENT A <br />SERVICE CATEGORY IDENTIFICATION TABLE <br />Certification - I certify that I have read, understand and agree to the terms and conditions of this Request <br />for Proposals (RFP). I have examined the Scope of Services (Exhibit 1) and am qualified to provide <br />services being requested as specified herein. I understand and agree that I am responsible for reporting <br />any errors, omissions or discrepancies to the City for clarification prior to the submission of my RFP. <br />Please use check marks to indicate the service area(s) for which Respondent wishes to be considered <br />and rank order of preference in numerical order. Please include this attachment with your RFP <br />submission. <br />Rank Order of <br />No. <br />Category Description <br />Preference <br />(1,2,3, etc.) <br />1 <br />Option A: Sales & Use Tax (Bradley -Burns) and Transactions & Use Tax (Santa <br />Ana Measure X <br />2 <br />Option B: Property Tax (Secured and Unsecured), Property Tax In -Lieu of Vehicle <br />License Fees (VLF), Residual Allocations from the Redevelopment Property Tax <br />Transfer Fund PRTTF , and Documentary Stamp Tax (Property Transfer Tax <br />3 <br />Option C: Non -Regulatory Business License Tax (BLT) — Non -Cannabis Business <br />4 <br />Option D: Business License Tax (BLT) — Cannabis Business <br />5 <br />Option E: Hotel Visitors Tax (HVT, more commonly known as Transient Occupancy <br />Tax <br />6 <br />Option F: Utility Users Tax (UUT) for Electric, Gas & Telecommunications Services <br />7 <br />Option G: Statistical Reporting Package for Annual Comprehensive Financial <br />Report <br />To be considered responsive, at least one service category must be identified. <br />PROPOSER'S STATEMENT: I have read, understood and agree to the terms and conditions on all <br />pages of the Request for Proposals. Upon request, I will transfer and deliver goods or services to the <br />City in accordance with said terms and conditions. <br />LEGAL NAME OF COMPANY PHONE AND FAX NUMBERS <br />BUSINESS ADDRESS <br />PRINTED NAME OF AUTHORIZED AGENT TITLE <br />SIGNATURE OF AUTHORIZED AGENT DATE E-MAIL ADDRESS <br />FEDERAL ID NUMBER (IF APPLICABLE) CONTRACTOR LICENSE NUMBER (IF <br />APPLICABLE) <br />THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL. <br />PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE. <br />City of Santa Ana RFP No. 24-010 Page 29 of 38 <br />
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