Request for Proposals for Tax Credit Partnership Financial Services

Requests for Proposal

Key Dates

• Submissions Close November 17, 2015 Closed

Scope and Instructions

The Housing Authority of the City of Lakeland acting for its affiliate, West Lake Management, LLC--the management agent for the owners--will accept proposals from qualified firms with, at least, five years’ experience in providing Tax Credit/Partnership Financial Services for the fiscal years ending December 31, 2015 and December 31, 2016.  These services will be applied to: Bonnet Shores, LLLP; Colton Meadow, LLLP; Dakota Park Limited Partnership, LLLP; Renaissance at Washington Ridge, LTD., LLLP; and West Bartow Partnership, LTD., LLLP.  More specifically, West Lake Management, LLC is seeking a variety of financial services for these five entities which include: 10% Carryover Certification, Cost Certification, Annual Audit, and Tax Returns.  The submitted response must also include hourly rates for financial and tax consulting services.  The award will be for a base period of two years with an option to extend the services for three additional one-year periods.

Proposals must be submitted by 10:00 a.m., Eastern Time, on November 17, 2015.  The complete Request for Proposals may be obtained by emailing a request to Procurement@LakelandHousing.org.

Minority Business Enterprises, Woman Business Enterprises, Small Business Enterprises, and Section 3 qualified entities are encouraged to respond to this RFP.

Documents for Download