Request for Proposals for Tax Credit Partnership Financial Services

Request for Proposals for Tax Credit Partnership Financial Services

Closed

Requests for Proposal

This solicitation is closed. Submissions were due November 30, 2015 and are no longer being accepted. The documents below remain available for reference.

Key Dates

  • Submissions Close November 30, 2015 Closed
Point of Contact
Procurement Information

Scope and Instructions

MODIFICATION #01
Issued 11-12-15


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 30, 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

No documents have been posted for this solicitation yet. Contact procurement@lakelandhousing.org for a copy.

In This Section:

Welcome
Invitations for Bid
Requests for Proposal
Requests For Qualification
Forms

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