This Solicitation opportunity from Pennsylvania was posted on August 5, 2026. The submission period has ended. Browse the details below for market research, or find similar active opportunities.
The Philadelphia Housing Authority is seeking a Tax Credit Compliance Manager to provide on-site compliance and consultative services for developments owned by limited partnerships. The primary objective is to ensure all developments adhere to Low-Income Housing Tax Credits (LIHTC), Section 42, and federal and state public housing requirements to prevent the recapture of tax credits. Key responsibilities include managing tenant eligibility verification, performing resident file audits, calculating income and rent limitations, and coordinating with the Pennsylvania Housing Finance Agency. The manager will also provide staff training, prepare monthly occupancy and annual turnover reports, and serve as the primary liaison for tax credit agency inspections and audits.
The contract is structured with a two-year base period and three one-year option periods. Award selection is based on best value, evaluating technical approach, personnel capabilities, past performance, and commitment to MBE/WBE and Section 3 participation. Proposals must be submitted via the Bonfire portal or physically to the PHA Contracts Department. The selected contractor must provide a detailed project staffing plan and maintain professional certifications such as Certified Occupancy Specialist or Housing Credit Certified Professional. Payments will be processed via Electronic Funds Transfer following the submission of required banking information within ten days of the award.
General Info
Tax Credit Compliance Manager ensures LIHTC and housing regulations adherence across properties through inspections, documentation, and stakeholder training.
DOCX, High priority: read this first2 pages · evaluation-criteria
HighAI Summary for Evaluation Criteria for RFP Proposal: This document outlines the evaluation criteria and process for proposals submitted to the Public Housing Authority (PHA) under a Request for Proposal (RFP). It details the scoring system with a total of 100 points, including technical factors, past performance, MBE/WBE and Section 3 participation, and cost/price considerations. The evaluation process involves a technical review committee, classification of proposals, possible oral presentations, negotiations, and submission of best and final offers. The final selection is based on best value considering price and technical factors, not necessarily the lowest price.
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DOCX, High priority: read this first6 pages · contract-document
HighAI Summary for HUD-5370-C Section I General Conditions for Non-Construction Contracts: This document is HUD-5370-C Section I, General Conditions for Non-Construction Contracts greater than $100,000 issued by the U.S. Department of Housing and Urban Development, Office of Public and Indian Housing. It outlines contract clauses applicable to non-construction contracts, including definitions, changes, termination for convenience and default, examination and retention of contractor's records, assignment of contract, and rights in data. The document provides instructions on contract modifications, termination procedures, and audit rights, emphasizing compliance with HUD regulations. It is a critical contract document for managing non-construction contracts with HUD, dated January 2014.
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DOCX, High priority: read this first7 pages · contract-document
HighAI Summary for HUD-5370-EZ General Contract Conditions for Small Construction: This document is the HUD-5370-EZ form dated January 2014, containing the General Contract Conditions for Small Construction/Development Contracts administered by the U.S. Department of Housing and Urban Development Office of Public and Indian Housing. It applies to small construction contracts valued between $2,000 and $100,000. Key content includes contract clauses on definitions, prohibition against liens, dispute resolution procedures, termination for convenience and default, insurance requirements, and contract modifications. The document outlines contractor rights and obligations, claims procedures, and insurance coverage requirements necessary for contract compliance.
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DOCX, High priority: read this first19 pages · contract-document
HighAI Summary for HUD-5370 General Conditions for Construction Public Housing Programs: This document is the HUD-5370 form titled 'General Conditions for Construction Public Housing Programs' issued by the U.S. Department of Housing and Urban Development, Office of Public and Indian Housing. It is applicable to construction/development contracts greater than $100,000 awarded by Public Housing Agencies (PHAs). The form includes clauses required by OMB's common rule on grantee procurement and HUD regulations, covering administrative and construction requirements, contract modifications, labor standards, and other contract clauses. The document serves as a standard contract clause set to be used in solicitations to enforce contracts effectively. It includes a detailed table of contents outlining various contract clauses such as contractor responsibilities, construction progress, permits, safety, warranties, and labor standards. The form HUD-5370 (1/2014) replaces previous editions and is essential for construction contracts under HUD programs.
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DOC, High priority: read this first13 pages · contract-terms-and-conditions
HighAI Summary for HUD Terms and Conditions - Philadelphia Housing Authority Contract: This document contains the standard terms and conditions for a contract between the Philadelphia Housing Authority (PHA) and a contractor, governed by HUD regulations. It defines key terms such as PHA, Contractor, and Contract, and outlines provisions for changes to the contract, termination for convenience or default, examination and retention of records, rights in data ownership, energy efficiency compliance, dispute resolution procedures, contract termination and debarment, and assignment of contract. The document ensures compliance with HUD policies and provides mechanisms for contract modifications, dispute handling, and audit rights, establishing the legal framework for contract performance and administration.
DOCX
DOCX, High priority: read this first6 pages · sow
HighAI Summary for P-005516 Scope of Work for Tax Credit Compliance Manager: This Scope of Work (SOW) document outlines the responsibilities and requirements for a Tax Credit Compliance Manager (TCCM) for the Philadelphia Asset and Property Management Corporation (PAPMC). The TCCM will ensure compliance with Low-Income Housing Tax Credits (LIHTC) and related federal and state regulations across multiple developments. Key duties include on-site compliance monitoring, tenant eligibility verification, training, file maintenance, and liaison with tax credit agencies. The document details specific compliance tasks such as income eligibility, rent calculations, record keeping, and reporting. It also covers coordination with PAPMC/PHA staff and external audits, emphasizing prevention of tax credit recapture events. The SOW provides a comprehensive framework for managing tax credit compliance to protect the interests of PAPMC, PHA, and Owner-Partnerships.
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DOCX, High priority: read this first6 pages · contract-document
HighAI Summary for PHA Special Terms and Conditions Contract Document: This document contains the PHA Special Terms and Conditions for a contract with a two-year base period and three one-year option periods. It outlines key contract provisions including proposal security requirements, multiple awards, fixed fee payment terms, and various contract types such as indefinite quantity, definite quantity, and requirements contracts. The document specifies ordering procedures, delivery terms, and conditions for contract performance and termination. It serves as a critical reference for contract administration and compliance with PHA policies.
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DOCX, High priority: read this first11 pages · terms-and-conditions
HighAI Summary for PHA Standard Terms and Conditions - Section E: This document is the Philadelphia Housing Authority (PHA) Standard Terms and Conditions, Section E, detailing contractual terms including the minimum acceptance period for proposals, billing and payment procedures, and the option for payment by Electronic Funds Transfer (EFT). It specifies a minimum acceptance period of 90 calendar days, billing address and payment timelines, and comprehensive rules and responsibilities related to EFT payments. The document aims to establish clear contractual obligations and payment processes between PHA and contractors.
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DOCX, High priority: read this first4 pages · past-performance
HighAI Summary for Philadelphia Housing Authority Past Performance Survey: This document is a Past Performance Survey from the Philadelphia Housing Authority Contracts and Procurement Department. It is designed to evaluate a contractor's past project performance through detailed client information, project specifics, and performance period. The survey includes open-ended questions about project scope, complexity, and contractor effectiveness, as well as a rating section assessing quality of service, cost control, timeliness, business relations, and customer satisfaction. Ratings range from Excellent to Unacceptable, providing a structured method to assess contractor reliability and performance for future contract considerations.
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X-CFB, High priority: read this first30 pages · sow
HighAI Summary for Philadelphia Housing Authority Section J Affirmative Action: This document is Section J of the Philadelphia Housing Authority contract documents, titled Affirmative Action Section. It outlines the Authority's Affirmative Action Contract Compliance Program required by HUD to promote certified Minority Business Enterprises (MBE) and Women Business Enterprises (WBE). The document includes policy, applicability, definitions, responsibilities, implementation plans for bidders and construction contracts, exemptions, compliance review, appeals, and oversight committee details. It sets minimum participation goals (MPGs) for MBE/WBE utilization in contracts and describes procedures for certification, joint venturing, and compliance enforcement. The document is essential for contractors to understand affirmative action requirements and obligations under federally funded contracts with the Authority.
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DOC, High priority: read this first30 pages · sow
HighAI Summary for Philadelphia Housing Authority - Section J Affirmative Action Table of Contents: Philadelphia Housing Authority Section J affirmative action procurement content, showing a table of contents and the beginning of the affirmative action contract compliance policy. It outlines policy, applicability, definitions, bidder/proposer implementation plans, construction and services participation goals, exemptions, compliance review, appeals, and oversight committee responsibilities. The document references HUD/federal funding requirements and MBE/WBE participation standards.
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DOC, High priority: read this first3 pages · contract-document
HighAI Summary for Sample Service Contract for Pension Plan Audit Services: This document is a sample service contract agreement between the Philadelphia Housing Authority (PHA) and a contractor for pension plan audit services. It outlines the contract period, compensation terms, compliance requirements, governing law, and contract composition including incorporated documents such as HUD terms, statement of work, and special terms. The contract includes provisions for initial and option periods, payment methods, and supersedes prior agreements. The document is dated 2020 and serves as a template for formalizing service agreements with contractors.
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X-CFB, High priority: read this first4 pages · proposal-form
HighAI Summary for Section H Proposal Form for RFP: This document is Section H of a solicitation package, titled 'Proposal Form.' It includes the offeror's agreement to perform services as per the attached Statement of Work, requests references for similar work, and requires acknowledgment of any amendments to the RFP. It also outlines the binding contract conditions, stating no contract exists until signed by both parties, with certain exceptions. The form requires offeror identification details, signature, and corporate seal if applicable. This form is critical for submitting a compliant proposal in response to the RFP.
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X-CFB, High priority: read this first12 pages · certifications
HighAI Summary for Section I Certifications and Representations of Offerors: This document is Section I of a contract solicitation, titled 'Certifications and Representations of Offerors.' It includes the Offeror's Certification of Eligibility, affirming no disqualifications or conflicts with federal, state, or local agencies including HUD and the Philadelphia Housing Authority. It covers small, minority, and women-owned business representations, conflict of interest declarations, contingent fee agreements, and a certificate of independent price determination. The document is a material part of the proposal submission process, ensuring compliance and eligibility for contract award.
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DOCX, High priority: read this first5 pages · rfp
HighAI Summary for Solicitation TOC and Instructions to Offerors: This document is a Table of Contents and Instructions to Offerors for a solicitation. It includes sections such as the Services Agreement, Scope of Work, Past Performance Survey, Terms and Conditions, Evaluation Criteria, Proposal Form, Certifications and Representations, Affirmative Action Program, and Section Three Program. The Instructions to Offerors detail preparation of offers, amendments to solicitations, explanation requests, responsibility criteria for prospective contractors, and rules for late submissions, modifications, and withdrawal of offers. The document is intended to guide offerors in submitting compliant proposals and understanding contract award procedures.
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DOCX, Low priority26 pages · contract-document
LowAI Summary for Section B Sample Contract: The document titled 'Section B Sample Contract' appears to be a contract document. However, the content could not be accessed due to content safety filters blocking the document. No further details are available.
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DOCX, Low priority26 pages · other
LowAI Summary for Section K-Section 3 Update May 2026: This document titled 'Section K-Section 3 Update May 2026' appears to be an update or section of a larger contract or procurement file. The content provided consists solely of embedded images without readable text, making it impossible to determine specific details, purpose, or content. Due to the lack of accessible information, the document type is classified as 'other' and assigned a low priority.
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DOCX, Low priority26 pages · other
LowAI Summary for TOC and Section A (27): Unreadable document content appears to be an embedded image rather than extractable text. The filename suggests this is a table of contents and Section A for a procurement document, but no readable contractual terms, dates, or solicitation details are available from the provided content.
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AgencyPennsylvania → Philadelphia Housing Authority
Philadelphia Asset and Property Management Corporation (“PAPMC”), an affiliate of the Philadelphia Housing Authority (“PHA”), is seeking a Tax Credit Compliance Manager ("TCCM") to ensure that various developments are in compliance with all tax credit and regulatory requirements. Each of the developments is owned by a limited partnership (the "Owner-Partnerships"), which is entitled to Low-Income Housing Tax Credits ("LIHTC"). The developments are further restricted by federal and state public housing requirements. The successful TCCM must prepare and maintain separately each development's files, which shall include public housing eligibility criteria and tax credit compliance criteria.
The TCCM shall perform on-site compliance and consultative services and shall work with PAPMC/PHA’s Operations Department. The TCCM shall ensure that all appropriate state, federal, and LIHTC requirements are followed, in order to protect against an event of recapture of tax credits. The TCCM shall also provide consultative services to PAPMC/PHA external and internal staff, including, but not limited to, training, file review and monitoring, and preparation of reports to management and regulatory agencies. The TCCM is NOT expected to perform the annual audits of the developments, but shall assist PAPMC/PHA, and the limited partnerships to complete all required documents.
****Full Scope of Work listed within solicitation****
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