Municipal Sales and Use Tax Consulting and Auditing Services

The City of Fountain Valley is seeking a consultant to provide municipal sales and use tax auditing, revenue recovery, forecasting, economic analysis, reporting, and ongoing advisory services under a three-year contract with two optional two-year extensions.

City of Fountain Valley


General
Open
26.015
Sep 17, 2026 11:00 PM
Aug 17, 2026 10:00 PM
3 years base + 2 × 2 years options
Request for Proposal (RFP)
Local
Ask AI about this solicitation
Contact
amanda.penaloza@fountainvalley.gov
+17145934413
10200 Slater Avenue, Fountain Valley, CA, USA
Submission Instructions
Description

The City of Fountain Valley is soliciting proposals from qualified consultants to provide municipal sales and use tax consulting and auditing services. The selected consultant will obtain and organize monthly California Department of Tax and Fee Administration data in a searchable, internet-based database; audit sales tax records; identify and recover misallocated sales and local use tax revenue; monitor reporting errors, allocation irregularities, use-tax designations, state audits, fund transfers, and payment issues; and coordinate audit efforts with City staff. The scope also includes quarterly sales and use tax projections, three-year forecasts, economic analysis, ad hoc reporting, analysis of major producers and business categories, comparisons with neighboring jurisdictions and statewide trends, economic-development support, ongoing email and telephone consultation, regulatory updates, and at least four annual meetings with City staff. Proposals are limited to 20 pages and must include a transmittal letter, company experience, key personnel and past performance, approach and schedule, project understanding, references for five comparable projects, and a separately submitted cost proposal. A completed Non-Collusion Declaration is required, and the selected consultant must provide the insurance coverages specified in the draft agreement before performing work or receiving compensation.

Classification Codes
NAICS541219Other Accounting Services
PSCR704Auditing Services
Smart Codes
sales tax consultingtax revenue auditingrevenue forecasting
Specifications
Service Only
Timeline
Aug 17, 2026-Bid Posted Date
Sep 3, 2026-Questions Deadline
Sep 17, 2026-Proposal Submission Deadline
Oct 12, 2026-Interviews of Finalists
Nov 3, 2026-Tentative City Council Award
Jan 1, 2027-Contract Start Date
Requirements
Required
  • General Liability — $1,000,000.00
  • Automobile Liability — $1,000,000.00
  • Workers' Compensation
  • Employer's Liability — $1,000,000.00
  • Professional Liability — $1,000,000.00
  • Technology Errors and Omissions — $1,000,000.00
  • Cyber Liability — $1,000,000.00
Scored
  • Minimum 5 references
  • Client point of contact required for each reference
Documents
TitleDate Posted
Non-Collusion DeclarationAug 17, 2026 01:52 PM
Exhibit B - Insurance ReqAug 17, 2026 01:52 PM
Uploading Electronic Proposal Instructions 2021Aug 17, 2026 01:52 PM
Sales Tax RFP 26.015Aug 17, 2026 01:52 PM
Exhibit A - Draft ContractAug 17, 2026 01:52 PM
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