Sales Tax Auditing, Analysis, and Reporting Services

Bid Detail Project Title Sales Tax Auditing, Analysis, and Reporting Services Invitation # RFP 24-12 Bid Posting Date 02/28/2024 10:15 AM (PDT) Project Stage Bidding Bid Due Date 03/29/2024 5:00 PM (PDT) Response Format Electronic Project Type RFP (Request for Proposal) Response Types Response File Type of Award Lump Sum Categories 238990 - All Other Specialty Trade Contractors 541211 - Offices of Certified Public Accountants 541219 - Other Accounting Services 921130 - Public Finance Activities 921190 - Other General Government Support License Requirements Department Finance Address 1635 Faraday Avenue Carlsbad, California 92008 County San Diego Bid Valid Liquidated Damages Estimated Bid Value Start/Delivery Date Project Duration Bid Bond Bid Bond 0.00% Payment Bond 0.00% Performance Bond 0.00% Pre-Bid Meeting Information Pre-Bid Meeting No Online Q&A Online Q&A No Contact Information Contact Info Shea Sainz 760-602-2467

href="mailto:shea.sainz@carlsbadca.gov">shea.sainz@carlsbadca.gov Bids to Owner's Agent Description Scope of Services For a detailed scope of services being requested and submittal requirements please refer to the RFP documents. The City of Carlsbad is currently seeking proposals from qualified firms experienced with sales and use tax auditing, analysis, and reporting services. The firm would be expected to examine the sales and use tax records of the State Board of Equalization. Sales and use taxes represent the city’s second largest source of general fund revenues. The revenues are generated by taxable sales within the city boundaries, totaling $54.7 million of revenue in FY 2022-23. Allocation audit services are required to detect and correct taxpayer reporting errors and to generate new or modified sales and use tax revenues. Additionally, quarterly monitoring and reporting allow the City of Carlsbad to identify trends as a whole and for individual industries. Other Details Any questions, requests for clarification or requests for additional information regarding this RFP must be submitted in writing via email to Jason Rosado, Finance Manager at jason.rosado@carlsbadca.gov by 5:00 p.m. on March 18, 2024 Notes Special Notices Local Programs & Policies