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This Solicitation opportunity from California was posted on February 8, 2024. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

Tax Audit, Analysis, Forecasting and Reporting Services

Closed
24-010State & Local

Contract Overview

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The City of Santa Ana Finance and Management Services is soliciting proposals for professional services related to tax audit, revenue recovery, analysis, forecasting, and reporting. The scope of work is divided into seven distinct options covering various revenue streams, including Sales and Use Tax, Property Tax, Non-Regulatory and Cannabis Business License Taxes, Hotel Visitors Tax, and Utility Users Tax. Additionally, the city requires a statistical report package for its Annual Comprehensive Financial Report. Qualified firms may submit proposals for any or all of the seven options, though the city aims to minimize the total number of contracted firms. This solicitation, identified as number 24-010, was posted on February 8, 2024, with a response deadline of March 13, 2024. The resulting agreements will support the city's financial management and revenue oversight within the state of California.

General Info

Santa Ana seeks professional services for tax audit, revenue recovery, and financial reporting.

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Timeline

PhaseClosed
Posted

Solicitation

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Submission Closed

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Organization & Contact Information

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AgencyCalifornia → Santa Ana Finance & Management Services
Contacts1 person available
OfficeN/A

Full Description

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The City is seeking proposals from qualified firms and organizations (Proposers) to provide audit, revenue recovery, analysis, forecasting, and reporting services for the following tax revenues:OPTIONS:A. Sales & Use Tax (Bradley-Burns allocation) and Transactions & Use Tax (Santa Ana Measure X)B. Property Tax, Property Tax In-Lieu of Vehicle License Fees, Residual Allocations from the Redevelopment Property Tax Transfer Fund, and Documentary Stamp TaxC. Non-Regulatory Business License TaxD. Business License Tax for Cannabis BusinessE. Hotel Visitors Tax (more commonly known as Transient Occupancy Tax)F. Utility Users Tax for Electric, Gas & Telecommunications ServicesAdditionally, the City is seeking proposals from from qualified Proposers to provide and present data for the following option:G. Statistical Report Package for the Annual Comprehensive Financial ReportThe City may award agreements to one or more Proposers, however, it desires to contract with a minimum number of firms if possible, for a total of seven options provided as outlined throughout EXHIBIT I – Scope of Services. Proposers may submit a proposal for any or all of the seven Options listed above (A-G). If a Proposer is qualified and capable of proposing for multiple options, they are encouraged to do so.

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