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This Solicitation opportunity from California was posted on May 30, 2025. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

Transient Occupancy Tax Audit Services

Closed
73944State & Local

Contract Overview

Solicitation details, issuing organization, response deadlines, documents, and interested companies for this government contract opportunity.

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Solicitation # 2140313
The Dutchess County Soil and Water Conservation District is soliciting proposals from qualified CPA firms to provide annual financial auditing services for the 2026 calendar year. The scope of work requires a complete audit of financial records from January through December 2026, conducted in accordance with generally accepted accounting methods and principles. The selected firm will collaborate with the District's Executive Director and Bookkeeper to produce a written audit report summarizing findings, methodology, and assumptions, which must be submitted by May 1, 2027. The contract is for an initial one-year term commencing around January 1, 2027, with the District reserving the option to extend for two additional one-year terms. Proposals must be received by 2:00 PM on November 17, 2026, and must include one original, two copies, and one electronic PDF copy. Required documentation includes a transmittal letter, firm background, a cost proposal offering hourly, lump sum, and not-to-exceed pricing, and completed CS-1 and CS-2 forms. Evaluation will be based on the firm's experience, audit plan, personnel, references, and proposed cost. Awardees must provide insurance certificates and a current IRS W-9 before execution and payment. The contract is subject to available appropriations, and all resulting work products will remain the property of the District.
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POSTED

about 20 hours ago

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The City of Monterey is seeking proposals from qualified firms or individuals to provide transient occupancy tax audit services. The contract aims to ensure accurate collection and compliance related to transient occupancy taxes, which are vital for funding local services and infrastructure. The project is managed by the City’s Finance Department under the California agency, with a contract value estimated between $50,000 and $200,000. Interested parties are invited to submit their proposals by June 20, 2025, with Stella Sandoval serving as the primary contact for inquiries. Monterey, a charter city situated in Monterey County, is renowned for its scenic waterfront, historic neighborhoods, and vibrant community life. Governed by a Council-Manager system, the city’s elected Mayor and City Council set policies and oversee city operations, with the Mayor serving a two-year term and council members elected by district for four-year terms. The city’s diverse amenities include parks, a harbor, marina, conference center, and recreational facilities, all contributing to its reputation as a high-quality, small-town community with urban conveniences. The contract’s scope aligns with the city’s efforts to maintain fiscal integrity and support its tourism-driven economy through effective tax audits.

General Info

Documents

1

RFP City of Monterey Transient Occupancy Tax Audit Services 5-30-25

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Timeline

PhaseClosed
Posted

Solicitation

Response Deadline

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Submission Closed

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Organization & Contact Information

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AgencyCalifornia → Finance Department
Contacts1 person available
OfficeN/A
Office AddressN/A

Full Description

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The City of Monterey (“City”) is seeking proposals from qualified firms or individuals to provide TRANSIENT OCCUPANCY TAX AUDIT SERVICES.The City is a charter city located in the County of Monterey.  The City of Monterey is a waterfront community where citizens, civic organizations, businesses and the City government work together to ensure that the community retains its hometown identity, high quality of life, and natural beauty. The estimated residential population is 30,218 according to the U.S Census’ 2020 Decennial Census Population Estimate. Monterey is at the heart of the Monterey peninsula, serving as the region’s business core with urban amenities common to a city of much larger size. At the same time, the city provides a small-town atmosphere and distinct neighborhoods that range from historic adobes to mid-century modern abodes. The Monterey airport is located less than 10 minutes from downtown. Monterey offers an ocean-view recreation trail that connects with other cities, a harbor and marina, a sports center with two indoor pools, a world class conference center, 36 dedicated parks and open spaces, and El Encinal cemetery. Monterey is a charter city and operates under the Council-Manager form of government. The Mayor and City Council are responsible for establishing policy and providing direction to the City Manager. The Mayor is elected at-large and serves a two-year term. The City Council members are elected by district and serve staggered four-year terms. The Mayor presides at official meetings and work sessions.

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All Other Specialty Trade Contractors

POSTED

4 months ago

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in 8 months
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