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a. Annually, after the lien date roll becomes available, establish a special database, <br />which will include, for each property parcel within the City boundaries, the assessed <br />values for the secured and unsecured property tax rolls. The major property owners' <br />and property taxpayers' listings shall be provided on an annual basis. Tracking and <br />trend analysis of property transfers, use type comparisons (e.g. - residential vs. <br />commercial/industrial), pre -Prop 13 assessment parcels, new construction activity, <br />multiple -owned parcels, absentee -owned parcels and other information will be <br />provided to assist staff in fiscal, economic and community development planning. <br />b. Each year, after the lien date roll is available, update reports Identifying property <br />transfers. Additional reports using the databases will be prepared to Identify errors, <br />analyze City tax rate areas and taxing agencies and provide comparative <br />information. Printouts, graphs and comparative data will be provided on a quarterly <br />basis. <br />Quarterly reporting. Prepare a quarterly report on the City's secured and <br />unsecured property tax revenues and properties/businesses generating these <br />revenues. The report should identify and analyze revenue performance, <br />trends, gains, declines, projections, and pertinent issues. Additionally, the <br />report also should show the secured and unsecured property tax performance <br />for specific geographically coded (GEO/GIS) areas in. the City (e.g. Downtown <br />Business Improvement District, Main Place Mall, South Main Street Corridor, <br />Santa Ana Auto Mall, etc.), with a detailed listing of the properties/businesses <br />and amount of secured and unsecured property tax generated by each in <br />these areas. Secured and unsecured property tax performance Citywide, by <br />business, and by area should compare the most recent quarter and year to <br />the applicable prior period quarter and year. Quarterly report data should <br />also be made available in Word formatted documents and PDFs with graphs & <br />charts available in Excel format and tables available in Excel or Access data <br />table format, allowing for easy query of the data by authorized City staff. The <br />consultant should also be available to City staff to answer periodic questions <br />regarding property tax issues and performance. <br />Additionally, provide electronic reporting research database application for <br />City Secured and Unsecured Property Tax (client/server or web -based portal <br />application). Application should allow authorized City staff to search, query, <br />filter/sort and export secured and unsecured property tax data (in common <br />data formats; e.g. Access, Excel, etc.) for staff presentation and analysis <br />based on assessor's parcel number (APN), situs address, primary and <br />secondary owners' names, use type code, and tax assessment rate. <br />Application must incorporate specified pre-existing geographically coded <br />(GEO/GIS) areas, districts or zones and support modification to as well as <br />addition of GEO/GIS areas, districts or zones. Provide information regarding <br />state and local legislative issues, including an analysis of their potential <br />impact on the City. <br />Ill. Provide other reports identifying other pertinent issues as mutually agreed <br />upon. <br />iv. Assist in development of Secured and Unsecured Property Tax budget <br />revenue forecast model. <br />Provide a reconciliation of assessed values (secured and unsecured lien date <br />valuations) to County records, which will be used to project annual property <br />City of Santa Ana — Revenue Auditing, Recovery, Reporting, Analysis, and Legislative/State Agency <br />Liaison and Implementation Monitoring Services <br />Request for Proposals No. 20-126 <br />October 1. 2020 <br />Page 4 <br />