San Diego County Ivalua #BPM013289

San Diego County TOT Compliance Audit Services

San Diego County is seeking a qualified firm to audit transient occupancy tax compliance at applicable establishments in unincorporated areas. - Government buyer: County of San Diego, Department of Treasurer-Tax Collector. - Service requested: Annual transient occupancy tax (TOT) audit services to verify compliance and identify unreported revenue. - Perform at least 10 randomly selected audits each year, with the possibility of additional audits. - Conduct one or more on-site visits per audit, provide monthly status updates, and complete exit interviews and memos. - Deliver electronic PDF audit reports within 30 days after each audit; complete audits during the fiscal year in which the audit list is provided. - Report to the County within 24 hours of notification. - Estimated audit workload: The payment schedule estimates 40 audits covering three-month periods, 12 audits covering 12-month periods, and 8 audits covering 36-month periods during the four-year base term. For each one-year option, estimates are 10, 3, and 2 audits for those periods, respectively. - Qualifications: The firm and assigned personnel must be California-licensed CPAs and have at least five years of qualifying financial audit experience. Proposals include per-audit pricing for the three audit periods. - OEMs and named vendors: No OEMs, products, or vendors are identified; this is a professional audit-services procurement.

Description

The County of San Diego is seeking proposals from firms to provide audit services for transient occupancy tax (TOT). The anticipated contract term is a four-year base period with two one-year options. Proposals are due December 14, 2026, by 3:00 p.m. A pre-proposal conference is scheduled for October 28, 2026, and attendance is encouraged but not mandatory.

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