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Housing Finance and Tax Credit Advisory Services

Active
State & Local

Contract Overview

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

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The Housing Finance and Tax Credit Advisory Services subcontract is issued by the Sarasota Housing Authority in the State of Florida. The selected provider will deliver specialized financial advisory services for prime contractors on Public Housing Agency projects, focusing on the management of Low-Income Housing Tax Credits, tax-exempt bonds, and mortgage financing. Key responsibilities include providing guidance on debt and equity instruments, developing limited partnerships, and creating public-private collaborations in accordance with HUD funding guidelines. Deliverables for this engagement include structured financing plans and detailed financial guidance reports. To qualify, providers must maintain OCI certification and adhere to strict non-disclosure agreements. The solicitation was posted on August 18, 2026, with a response deadline of September 15, 2026, and falls under NAICS code 541611. Performance of the services will take place in Sarasota.

General Info

Sarasota Housing Authority seeks financial advisory services for tax credits and mortgage financing.

Agency

State of Florida → Sarasota Housing AuthorityView Agency

NAICS

541611 - Administrative Management and General Management Consulting ServicesView NAICS

Place of Performance

Sarasota, FL, USA

Set-Aside

NONE

Documents

This scope was carved out of 2026-P04.

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

View the prime solicitation

Development Consultant/Advisor Services

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Timeline

Posted

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Response Deadline

Submission deadline

Response Deadline

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Organization & Contact Information

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AgencyState of Florida → Sarasota Housing Authority
ContactsNo contacts available
OfficeN/A
Organization / Agency
State of Florida → Sarasota Housing Authority
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Office AddressN/A
ContactsNo contact information available

Full Description

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Performs specialized financial advisory services for prime contractors on Public Housing Agency (PHA) projects. Provides guidance on debt and equity instruments, manages Low-Income Housing Tax Credits (LIHTC), and advises on tax-exempt bonds and mortgage financing. Develops limited partnerships and public/private collaborations using HUD funding guidelines. Requires OCI certification and non-disclosure agreements. Delivers financial guidance reports and structured financing plans.

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Same NAICS industry code

NAICS: 541611
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City of Augusta

POSTED

1 day ago

DEADLINE

in about 1 month
View Details

More opportunities from State of Florida → Sarasota Housing Authority

Same awarding agency

NAICS: 541618
SLED
Development Consultant/Advisor Services
Solicitation # 2026-P04
The Sarasota Housing Authority is soliciting proposals under RFP No. 2026-P04 for Development Consultant and Advisor Services to support its mission of providing affordable housing in Sarasota, Florida. The selected consultant will provide financing advisory services, including guidance on tax-exempt bonds, low-income housing tax credits, and mortgage financing, as well as strategic support for due diligence reviews of developer proposals. The contract is structured as a requirements contract with an initial one-year term and four optional one-year renewals, for a maximum duration of five years. While the specific total value is to be quoted by the offeror, the agency has noted annual limits for an Indefinite Quantities Contract of a $2,000 guaranteed minimum and a $200,000 not-to-exceed maximum. Proposals must be submitted via the eProcurement system by September 15, 2026, at 2:00 PM EST. Evaluation is based on a 100-point scale, with the highest weights placed on experience and past performance (35 points), technical approach and work plan (20 points), and proposed costs (25 points). Required submission documents include the Form of Proposal, HUD-5369-C certifications, and a Profile of Firm form. The contract incorporates stringent federal and state compliance requirements, including HUD General Conditions for Non-Construction Contracts, Florida public records laws, and certifications regarding public entity crimes and lobbying activities. Payment is issued on a Net/30 basis, and the agency maintains the right to review and require corrections of work products within a 30-day window.
Other Management Consulting Services

POSTED

25 days ago

DEADLINE

in 3 days
View Details

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