Financial and Accounting Consulting Services

The Philadelphia Housing Authority is seeking accounting, financial management, and technical consulting services for PHA and related entities, including year-end close and audit readiness, financial leadership, pension plan accounting support, limited partnership accounting and investor reporting, staff training, and special financial projects.

Philadelphia Housing Authority


General
Open
P-005537
Dec 04, 2026 04:00 PM
Oct 30, 2026 11:00 AM
2 years base + 3 × 1 year options
Request for Proposal (RFP)
Local
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Original Solicitation Links
Contact
jacquelyn.dibruno@pha.phila.gov
+12156839535
701 Market Street, Philadelphia, PA, USA
Submission Instructions

All of the following are required.


Step 2

Mail
PHA Contracts Department, 2013 Ridge Avenue, 4th Floor, Philadelphia, PA 19121
Description

The Philadelphia Housing Authority seeks accounting, financial management, and technical consulting services for PHA and related entities, particularly Philadelphia Asset and Property Management Corporation (PAPMC) and its limited partnership portfolio. Work includes year-end close and audit readiness; financial leadership and portfolio oversight; pension plan accounting support when assigned; limited partnership accounting and investor and lender reporting; procedures development, staff training, and support; and special financial and operational projects. Services may be assigned through task orders, with deliverables and authorized hours or fees specified for each assignment. Services may be coordinated remotely or onsite as specified in the task order. Proposers may offer on any combination of the six tasks. Proposals are evaluated on technical approach, capabilities and management, relevant past performance, MBE/WBE and Section 3 participation, and price. The solicitation requires a proposal security guarantee equal to 5% of the proposal price. The contract is described as a two-year base period with three one-year options; multiple awards may be made.

Classification Codes
NAICS541211Offices of Certified Public Accountants
PSCR703Accounting Services (NOTE: New code created for Financial Services See R710 below)
Smart Codes
accounting consultingfinancial management consultinglimited partnership accounting
Specifications
Service Only
Timeline
Oct 30, 2026 03:00 PM-Open Date
Nov 27, 2026 10:00 PM-Questions Due Date
Dec 04, 2026 04:00 PM-Proposal Due Date
Requirements
Required
  • Workers' Compensation
  • Employers Liability — $500,000.00
  • Commercial General Liability — $1,000,000.00
  • Automobile Liability — $1,000,000.00
  • Professional Liability — $1,000,000.00
Required
  • Bid Bond — 5%
Scored
  • Minimum 3 references
  • Client point of contact required for each reference
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