Asset Protection and Transfer Legal Services
City of Kalamazoo > Department of Management Services > Purchasing Division
Original Solicitation Links
96128-005.0
]Social Equity Programming-Pillar 3
Contact
Submission Instructions
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Description
The City seeks a qualified attorney, law firm, or legal services organization to provide direct legal services to eligible residents to protect and preserve homes, businesses, and other appreciating assets and support transfer of those assets. Services may include estate planning, wills and trusts, title clearing and heirs’ property resolution, business succession planning, operating agreements, business-entity structuring, and other legal services related to asset protection, preservation, or transfer. Eligible participants are residents of the Northside, Eastside, and Edison neighborhoods. The selected provider will conduct outreach, coordinate with City Economic Development staff, track participation and outcomes, and provide monthly, quarterly, and annual reports. The contract is for one year, with up to two additional one-year extensions by mutual written agreement. The available procurement funding is up to $30,000. Proposals must include an overview, personnel qualifications and experience, three client examples, project approach, value-added services, diversity and inclusion information, and a separately sealed price proposal.
Classification Codes
Smart Codes
Specifications
Timeline
Requirements
- Workers’ Compensation and Employers’ Liability
- Commercial General Liability — $1,000,000.00
- Automobile Liability — $1,000,000.00
- Professional (Errors and Omissions) Liability — $1,000,000.00
- Minimum 3 references
- Client point of contact required for each reference
Location
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