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CITY OF SANTA ANA <br /> EXHIBIT I <br /> SCOPE OF SERVICES <br /> The Consultant shall perform the following services as outlined below. <br /> A. Option A: Sales & Use Tax (Bradley-Burns) and Transactions & Use Tax (Santa Ana Measure <br /> X) <br /> 1. Identify and advise City of legislation potentially impacting City revenue, including pending <br /> legislation. Consultant may be required to coordinate with the City's contracted federal and state <br /> legislative advocacy consultants. <br /> 2. Perform economic analysis and prepare detailed quarterly reports with trend information by sector <br /> and geographical area, top 100 tax payers, comparative data, three versions of City revenue <br /> estimates (pessimistic, most-likely, and optimistic), and detailed assumptions. Schedule a <br /> quarterly meeting with City staff to present the reports. <br /> 3. Obtain detailed quarterly data from the California Department of Tax and Fee Administration <br /> (CDTFA), then review and analyze for accuracy. <br /> 4. Identify and correct reporting errors and omissions made by businesses in order to maximize the <br /> City's revenue. <br /> 5. Perform physical canvassing and evaluation of businesses generating tax for the City of Santa <br /> Ana. <br /> 6. Perform permit audits of wholesalers, contractors, manufacturers, and other non-retail <br /> businesses. <br /> 7. Validate negative finding notifications from the CDTFA. <br /> 8. Review City purchases to capture the local allocation on purchases subject to use tax. <br /> 9. Coordinate with the CDTFA to make necessary corrections including retroactive adjustments as <br /> applicable. <br /> 10. As needed, represent the City before state offices and bodies to correct tax distribution errors. <br /> 11. Provide designated City staff with user-friendly access to a detailed online database, including <br /> inquiry by business and geographical location, search and data-download capabilities, and <br /> reports. <br /> 12. When appropriate, assist with strategies and make recommendations to preserve and enhance <br /> the City's sales/transactions/use tax base. <br /> B. Option B: Property Tax (Secured and Unsecured), Property Tax In-Lieu of Vehicle License <br /> Fees (VLF), Residual Allocations from the Redevelopment Property Tax Transfer Fund <br /> (PRTTF), and Documentary Stamp Tax (Property Transfer Tax) <br /> 1. Identify and advise City of legislation potentially impacting City revenue, including pending <br /> legislation. Consultant may be required to coordinate with the City's contracted federal and state <br /> legislative advocacy consultants. <br /> 2. Prepare revenue estimates by March 15 of each year to be used during the budget process for <br /> each upcoming fiscal year beginning on July 1. Include assumptions. <br /> 3. Update revenue estimates after the County of Orange(County)finalizes assessed values for each <br /> fiscal year. <br /> 4. Reconcile the County's assessed valuation reports to assessment rolls and identify discrepancies. <br /> 5. Review assessed valuation data to identify inconsistencies and investigate. <br /> 6. Prepare a detailed annual report including assessed value summaries and reconciliation, detailed <br /> information for significant changes to assessed value, top taxpayers, property-tax-dollar <br /> City Pib(aPPIA Igil RFP No. 242007 68 7/�96;012Af 38 <br />