Documentary Transfer Tax Enforcement Services

The vendor is required to provide documentary transfer tax (DTT) analysis to assist the city in the enforcement of progressive DTT; to this end, finance desires to collect information, including cost projections, from qualified entities demonstrate the ability to provide DTT enforcement services.
- Contractor to collect, monitor, track, analyze and obtain necessary information and reports for effective and accurate collection of the increased taxes:
• Using DTT remittance data provided by the county to the city (and to be provided to the contractor by the city), and in conjunction with databases of county property and real estate sales transactions, identify potential audit finds for the homelessness and housing solutions tax.
- review and comparative analyses of the remitted DTT data against the sales transactions purchased from a real estate data service for accuracy of DTT assignment; this review and analysis will include, but is not limited to, supplementary checks of transfer jurisdiction against the assessor’s roll data, including identifying where transactions may have occurred that transferred parcels in more than one (1) jurisdiction.
- Contractor will compare the information in the 3rd party transfer data to the DTT remittance data.
- Training services of the above indicated research and audit services, provide cost projections, including but not limited to hourly rates, for the presentation of virtual and/or in-person training.
- Contract Period/Term: 1 year
- Questions/Inquires Deadline: February 27, 2025