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tax figures for the City's use in revenue forecasting. <br />c. Provide a report extract identifying non -owner occupied absentee commercial and <br />residential property owner transfers (in common formats; e.g. Access, Excel, etc.) at <br />minimum quarterly but not to exceed monthly as mutually agreed. Information <br />fields required in report extract: <br />i. <br />Field 1 - Property Address <br />ii. <br />Field 2 - Parcel Number (APN) <br />iii. <br />Field 3 - 1st Owner Name <br />iv. <br />Field 4 - 1st Owner Address <br />V. <br />Field 5 - 2nd Owner Name <br />vi. <br />Field 6 - 2nd Owner Address <br />vii. <br />Field 7 - Owner mailing address <br />viii. <br />Field 8 - Sale/Transfer Date <br />ix. <br />Field 9 - Absentee Owner (Y/N) <br />X. <br />Field 10 - Use Code <br />xi. <br />Field 11 - Property Type <br />xii. <br />Field 12 - Number of Units <br />xiii. <br />Field 13 - Year Built <br />xiv. <br />Field 14 - Square Feet <br />xv. <br />Field 15 - Lot Square Feet <br />xvi. <br />Field 16 - Last Buyer <br />xvii. <br />Field 17 - Last Seller <br />xviii. <br />Field 18 - Last Transfer Date <br />xix. <br />Field 19 - Previous Buyer <br />xx. <br />Field 20 - Previous Seller <br />xxi. <br />Field 21 - Previous Transfer Date <br />d. Provide the base year values by tax rate areas for all redevelopment project areas, <br />and verify that all redevelopment parcels are correctly assigned to tax rate areas and <br />taxing agencies. Tax increment projects based on net assessed values after <br />factoring for base year values and exemptions will be furnished. <br />4. Analysis and Identification of Misallocation Errors <br />a. Conduct an analysis to identify and verify, in both the City and within Successor <br />Agency (former redevelopment agency) project areas, parcels that are miss -assigned <br />by Tax Rate Area (TRA) and provide the correct TRA designation to the proper <br />County agency. Typical errors include parcels assigned to incorrect TRAs within the <br />City or an adjacent city, TRAs allocated to wrong taxing agencies and parcels missing <br />from redevelopment project areas. <br />b. Reconcile the annual auditor -controller assessed valuations report to the assessor's <br />lien date rolls and identify discrepancies. <br />c. Review parcels on the unsecured roll to identify inconsistencies such as value <br />reductions, values being reported to a mailing address rather than the site's address, <br />and errors involving TRAs. <br />d. Property transfers and new construction completions will be tracked to determine <br />whether reassessment is performed within a reasonable time frame. The City will be <br />notified of parcels which have failed to be reassessed. <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 Page 5 <br />