About this opportunity
AI summaryThe Philadelphia Housing Authority requires offsite consulting services for accounting, financial management, and technical support for the agency and its related entities, particularly the Philadelphia Asset and Property Management Corporation and its limited partnership portfolio. The selected contractor will support year-end close and audit readiness, provide financial review and guidance, assist with investor reporting and cost reimbursement calculations, deliver staff training, and execute special financial projects under task orders. Only onshore USA organizations are eligible to bid. Proposals must detail the offeror's approach, key personnel, past performance in public housing, financial viability, Section 3 participation, and minority business enterprise compliance. Submissions must also include a fee proposal covering all direct and indirect costs, with unit cost structures remaining fixed for the initial three years. The authority will consider multiple factors, including cost, to make the final award decision.
Buyer and opportunity details
- Client
- Philadelphia Housing Authority
- Solicitation No.
- P-005537
Scope of work
- Task One: Year end close and audit readiness assistance and reconciliations
- Task Two: Financial leadership, portfolio oversight, and financial narratives
- Task Three: Pension plan accounting support for defined benefit and contribution plans
- Task Four: Limited partnership accounting and investor reporting
- Task Five: Procedures training, templates, and staff support
- Task Six: Special financial and operational projects and backlog resolution
How proposals are evaluated
| Criterion | Weight / scoring |
|---|---|
| Best Value (considering all factors including cost) | Not specified |
Minimum qualifications
- Demonstrated experience and performance in Public Housing project-based accounting and budgeting
- Demonstrated experience in Section 8 budgeting and accounting
- Demonstrated experience in capital fund accounting
- Demonstrated experience in accounting for mixed finance projects
Documents to include with your response
- Technical Proposal Per Task including project approach, schedule, and staffing plan
- Fee Proposal including all direct and indirect costs, profit, and overhead
- Organizational Chart and assignment of key staff responsibilities
- Key personnel listing and resumes
- Recent management report and/or bank references
- Chart showing each task and staff commitment
- Listing of former or current clients with contact details and scope descriptions
- Independently audited financial statements and annual reports
- Fully completed and executed Section 3 Business Preference Certification Form
- Fully completed and executed MBE/WBE participation form
Contract details
- Term
- Initial 3 years with 4th and 5th option year contract periods
- Place of performance
- Remotely and onsite as specified in the task order
- Funding
- U.S. Department of Housing and Urban Development (HUD)