The Vendor is required to provide revenue audit and consulting services (“Services”) with specialized knowledge in one or more of the following service areas:
• Sales, use and transaction tax audit and recovery services
• Property tax audit and management services
• Transient occupancy tax audit and compliance services
• City tourism improvement district assessment audit and compliance Services.
- Nexus Field Audits. Consultant’s initial and periodic taxable nexus field audits shall include a physical canvassing and evaluation of sales/use tax generating businesses located in the City to detect misallocations. Consultant’s field audits shall focus on those businesses located in the City from which the City has not been receiving sales/use tax revenue.
- Tax Area Code (TAC)/Permit Audits. Consultant’s field audits shall facilitate the identification and correction of improperly registered permits for companies including, but not limited to, wholesalers, consultants, processors, manufacturers and other non-retail businesses having potential point-of-sale/use tax operations in the City.
- Correct Reporting Errors. Consultant shall contact personnel in sales, operations and/or tax accounting at each target business to determine whether a point-of-sale/use reporting error exists. Consultant shall provide information requested by the taxpayers that may assist the taxpayer in completing and filing corrected tax returns, but shall not provide legal or tax preparation advice, nor file returns on behalf of taxpayers. Consultant shall maintain confidentiality of all taxpayer information in accordance with applicable state and local laws.
- Track Audit Finding Revenue Allocation. Consultant shall provide quarterly invoices to the City which shall include the business name, audit period start date, permit number, cumulative local allocation amount received by the City and the amount due to Consultant.
- Consultant shall provide City employees with training and technical assistance when requested by the City on the fundamentals of sales and use tax administration and on programs to maximize these revenues through the encouragement of taxpayer options to take out direct payment permits, or self-accrue use tax to the City.
- Data may be provided either in a proprietary or nonproprietary data management software system used by the Consultant.
- Consultant shall serve as the City’s resource and provide assistance, resolution, and follow-up services on sales and use tax related questions including budget projections, legislative and regulation issues and economic development.
- Contract Period/Term: 5 years
- Questions/Inquires Deadline: January 20, 2026
