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Financial Procedures & Training Consultant

Active
State & Local

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Solicitation details, issuing organization, response deadlines, documents, and interested companies for this government contract opportunity.

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The Philadelphia Housing Authority is seeking a Financial Procedures and Training Consultant for a subcontracting opportunity under NAICS code 611430. The selected consultant will be responsible for developing internal financial controls and providing essential training for prime contractors working on agency projects. Key deliverables include the creation of standard operating procedures and comprehensive financial procedure manuals, as well as the implementation of internal control frameworks designed to enhance overall agency efficiency. The consultant will also conduct staff training focused on accounting and reporting requirements, ensuring all participants are properly equipped to maintain compliance. Documentation of these efforts must be provided through training completion records. Interested parties should note that the response deadline for this opportunity is December 4, 2026.

General Info

PHA seeks a consultant for financial controls, training, and manuals by December 4, 2026.

Documents

This scope was carved out of P-005537.

The full solicitation package (14 documents), including the RFP, is on the prime solicitation, not on this scope.

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PAPMC Financial Consulting Services

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Organization & Contact Information

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AgencyPennsylvania → Philadelphia Housing Authority
ContactsNo contacts available
OfficeN/A
Office AddressN/A
ContactsNo contact information available

Full Description

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Develops internal financial controls and provides training for prime contractors on Philadelphia Housing Authority (PHA) projects. Writes standard operating procedures (SOPs) and conducts staff training on accounting and reporting requirements. Utilizes internal control frameworks to improve agency efficiency. Delivers written financial procedure manuals and training completion records.

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NAICS: 541211
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Solicitation # P-005537
The Philadelphia Housing Authority is soliciting accounting, financial management, and technical consulting services for itself and its related entities, with a primary focus on the Philadelphia Asset and Property Management Corporation and its limited partnership portfolio. The scope of work includes year-end close and audit readiness, financial leadership and review, limited partnership accounting, investor reporting, staff training, and procedures development. Key deliverables involve the preparation and review of trial balances, financial statements, and the Financial Data Schedule for HUD reporting, all of which must comply with GAAP, GASB, FASB, and HUD standards. The contract is structured with a two-year base period and three one-year option periods, with services ordered via individual task orders. Award will be based on best value, considering price, technical factors, and the level of MBE/WBE and Section 3 participation. Proposers must demonstrate expertise in Public Housing project-based accounting, Section 8 budgeting, capital fund accounting, and mixed finance projects. Compliance requirements are extensive, including adherence to the Americans with Disabilities Act, Equal Employment Opportunity, and strict nondiscrimination and sexual harassment provisions. Offerors are required to provide a proposal guarantee equal to 5 percent of the proposal price and must certify their business size and socioeconomic status. Payments are processed via Electronic Funds Transfer through ACH or the Fedwire Transfer System.
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2 days ago

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