CON | RFP2024-05 Sales and Use Tax Svcs

This Request for Proposals (hereinafter “RFP” or “Solicitation”) is being issued by the City and County of San Francisco’s Controller’s Office (hereinafter, “CON” or “City”). CON is seeking qualified suppliers (“Proposers”) to provide proposals (“Proposal”) for sales and use tax audit, analysis, and database system services. Proposers must have experience working with municipalities (or similar government agencies) on sales tax auditing, reporting, forecasting and consulting services.
Anticipated Contract Term: The anticipated contract term for contract resulting from this RFP may last up to three (3) years with options to extend for up to two (2) years. Actual contract term may vary but in no case longer than five (5) years, depending upon service and project needs at the City’s sole, absolute discretion.
Anticipated Contract Not to Exceed Amount and Compensation Models: For the contract resulting from this RFP, the anticipated not-to-exceed (“NTE”) amount is $2,500,000 for the initial term and including any extension periods covered by amendments. Actual contract NTE Amount may vary, depending upon the City’s sole, absolute discretion. Contractor shall provide three different compensation models to be evaluated and scored. One compensation model will be selected by the City for the term of the initial contract and if any contract extensions are pursued, then the compensation model may be revised at the City’s sole discretions. The models are intended to cover the audit, analytical reporting, and database services and are listed below: 1. Fixed Recovery Percentage rate model: Contractor shall propose a fixed recovery percentage rate based off all new sales and use tax revenue recognized as a direct result of Contractor’s audit work. The fixed recovery rate must not exceed 15%. 2. Fixed Flat Monthly fee model: Contractor shall propose a fixed flat monthly fee for all services. The fixed monthly fee must not exceed $12,500 per month, or $150,000 per year. 3. Blended fee model: Contractor shall propose a fixed recovery percentage rate for audit services and a fixed flat monthly fee for analytical reporting and database services. The fixed recovery percentage for audit work must not exceed 7.5% while the fixed monthly fee for analytical reporting and database services must not exceed $6,250 per month, or $75,000 per year.
LBE Subcontracting Participation Requirements: LBE Subcontracting Requirement for any contract awarded pursuant to this Solicitation have been waived by the Contract Monitoring Division. However, the City strongly encourages Proposals from qualified LBEs. Pursuant to Admin Code Chapter 14B, rating bonuses will be in effect for any Proposers who are certified as a Small-LBE or Micro-LBE. If you have any questions regarding CMD requirements, please contact the Contract Compliance Officer for the Controller’s Office, Michelle Kassatly, contact@example.gov.
Solicitation Schedule: The anticipated schedule for this Solicitation is set forth below. These dates are tentative and subject to change. It is the responsibility of the Proposer to check for any Addenda to this Solicitation or other published pertinent information. 
Request for Proposals Issued: 8/22/2024 Deadline for RFP Questions via email to contact@example.gov: 8/29/2024 at 5:00pm PT Answers to RFP Questions Available at SF City Partner Portal: 9/10/2024 Deadline for Courtesy Email for Intent to Respond via email to contact@example.gov: 9/13/2024 Deadline for RFP Proposals: 10/11/2024 at 1:00pm PT Notice of Intent to Award: 12/15/2024 Period for Protesting Notice of Intent to Award: Within three (3) business days of the City's issuance of a Notice of Intent to Award.