Documents in Category: Requests for Proposal

Request for Proposals for Tax Credit Partnership Affiliate Financial Services

MODIFICATION #01 02
Issued 11- 12 20-15
(All changes indicated in red font.)

The Housing Authority of the City of Lakeland acting for its affiliate instrumentality, 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 2016 and December 31, 2016 2017.  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.  In addition, West Lake Management, LLC is also seeking Audit and various Financial Services for the Lakeland-Polk Housing Corporation, a Florida Not-for-Profit Corporation, and the Lakeland-Polk Housing Corporation 2, a Florida For-Profit Corporation.

More specifically, West Lake Management, LLC is seeking a variety of financial services for these five seven 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 December 01, 2015.  The complete Request for Proposals may be obtained by emailing a request to [email protected].

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

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