Transient Occupancy Tax Services

Overview

Financial, Legal, HR & Staffing

Cupertino, California, United StatesPosted about 1 month agoDeadline: April 22nd, 2026

Fit Score

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SUMMARY

The City of Cupertino seeks a firm to provide transient occupancy tax auditing, record review, exemption verification, and on-call advisory services for local hotels and motels.

KEY REQUIREMENTS

Must have experience with Transient Occupancy Tax services
Must be familiar with State of California and local tax laws
Must hold or obtain a City of Cupertino business license
Must provide proof of insurance including Commercial General Liability, Automobile Liability, Workers' Compensation, and Professional Liability
Must agree to the City's standard professional services agreement without modification
Must have the ability to perform audits of financial records for hotels and motels
Must have experience presenting data to elected officials and executive staff
Must have experience with projects in California and the San Francisco Bay Area

BUDGET

Estimate

$50,000 – $150,000

TIMELINE

Request for Proposals Released: April 1st, 2026

Deadline for Consultant Questions: April 16th, 2026

City Response to Questions Deadline: April 17th, 2026

Request for Proposals Due: April 22nd, 2026

Evaluation of Proposals: April/May 2026

Contract Award: May/June 2026

QUESTION DEADLINE

April 16th, 2026

Issuing Agency

City Of Cupertino

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DESCRIPTION

The City of Cupertino, California is seeking a qualified vendor to provide transient occupancy tax services. The selected vendor will conduct thorough reviews and engage with business operators to discuss requirements for records management and tax exemption protocols. Responsibilities include reviewing daily, monthly, and annual business records to ensure consistency with tax returns submitted to the city, as well as tracing gross revenue figures from tax returns to those reflected in the businesses' accounting records.

The vendor will also verify tax computations through transaction sampling, confirming that reported revenues and taxes collected match the accounting books and records of local hotels and motels. Additionally, the successful company will review exemption claim forms for proper supporting documentation, monitor and inform the city of regulatory changes or developments impacting local tax revenues, and provide timely updates on specific issues such as revenue tax sharing agreements.

On-call staff will assist the city with tax estimates for proposed projects, help with budget projections, and answer queries related to economic development, budgeting, and revenue collection.

Source attribution

This Settle analysis is based on the issuing organization’s public RFP listing.