Sales Tax Audit and Recovery Services
Overview
Settle Signals
Market intelligence for public sector sales teams
RFP Hunter shows what is open. Settle shows what is forming.
Settle pieces together buyer signals, budgets, contract activity, and the sources your team already monitors. See why an opportunity fits and what to do before the RFP posts.
SUMMARY
KEY REQUIREMENTS
CONTRACT DURATION
TIMELINE
Issue Date: June 16th, 2026
Question Submittal Date: June 24th, 2026
Proposal Submittal Date: July 14th, 2026
Interviews: August 6th, 2026
QUESTION DEADLINE
CONTACTS
Primary procurement contact — name, title, email, and phone
Additional decision-makers and their departments
Issuing Agency
Orange County Transportation Authority
DESCRIPTION
The government authority in Orange, California seeks a qualified vendor to provide sales tax audit and recovery services. The selected consultant will conduct initial and ongoing reviews of transaction and use tax records to identify and rectify errors in collection, allocation, or distribution, ultimately increasing previously unrealized tax revenue for the agency.
Key responsibilities include computerizing data from transaction tax distribution reports for the past eight quarters, the current quarter, and future quarters, as well as developing a target list of potential reporting errors among businesses generating transaction and use taxes. The consultant will contact relevant personnel within these businesses to determine if reporting errors exist, research issues, and prepare the required documentation to address and correct errors related to tax allocation or processing.
Additional duties involve meeting with designated district officials to align on objectives, workplan schedule, public relations, and logistics; processing quarterly tax distribution reports; identifying accounts receiving deficiency assessments; and reviewing the annual agency administering fee proposal to ensure compliance with relevant legislation. The contract term will be five years.
Similar RFPs
Frequently asked questions
- When is the submission deadline?
- This RFP closed on July 14, 2026 and is no longer accepting submissions.
- Who issued this RFP?
- It was issued by Orange County Transportation Authority. The work is located in Orange, California, United States.
- Who is a good fit for this opportunity?
- Extensive experience in sales tax audit and recovery services for government entities
- Expertise in California state and local tax laws
- Ability to analyze and process large volumes of transaction data
- Proven track record improving tax revenue for municipal or public sector clients
- Strong consulting skills, including communication and reporting
Analysis generated by Settle AI from the source RFP.
RFP Hunter shows what is open. Settle shows what is forming.
Settle pieces together buyer signals, budgets, contract activity, and the sources your team already monitors. See why an opportunity fits and what to do before the RFP posts.