Indianapolis Housing Agency - Financial Audit Services and Tax Return Filing - INSIGHT- 10052026
Indianapolis Housing AgencyLocal Housing Authority · Indianapolis, IN- Due
- Oct 26, 2026
- Deadline passed
- Posted
- Oct 5, 2026
- Contract term
- 1 year
- Primary contact
- Jacquelyne Brown
- (317) 261-7200
The 30-second brief
Indianapolis Housing Agency invites proposals for independent accounting firms to provide financial audits and tax return filing services for InSight Development Corporation and Affiliated Tax-Credit Properties. The scope covers financial audits and tax return preparation for multiple multifamily properties and entities in Indianapolis, Indiana, adhering to GAAP, GAGAS, Single Audit Act, HUD guidelines, and GASB standards. The contract term is one year with four one-year renewal options under a firm fixed price. Proposals are due by October 26, 2026, at 2:00 PM ET, submitted electronically via email to [email protected]. Questions are due by October 12, 2026, with answers posted by October 13, 2026. Evaluation criteria include Firm Knowledge & Experience (25), Management & Staffing Plan (20), Price (20), Tax Services Capability (15), Past Performance (15), and Section 3 (5).
Financial Audits, Tax Return Filing, HUD reports and correspondence including FDS, Section 3 reports
Firm Knowledge & Experience with Multi-Family Tax Credit Properties and HUD Programs (25), Management & Staffing Plan and Audit Approach (20), Price (20), Tax Services Capability (15), Past Performance, References & Peer Review (15), Section 3 (5)
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Summary
Indianapolis Housing Agency invites proposals for independent accounting firms to provide financial audits and tax return filing services for InSight Development Corporation and Affiliated Tax-Credit Properties.
The scope covers financial audits and tax return preparation for multiple multifamily properties and entities in Indianapolis, Indiana, adhering to GAAP, GAGAS, Single Audit Act, HUD guidelines, and GASB standards. The contract term is one year with four one-year renewal options under a firm fixed price. Proposals are due by October 26, 2026, at 2:00 PM ET, submitted electronically via email to [email protected]. Questions are due by October 12, 2026, with answers posted by October 13, 2026. Evaluation criteria include Firm Knowledge & Experience (25), Management & Staffing Plan (20), Price (20), Tax Services Capability (15), Past Performance (15), and Section 3 (5).
EVALUATION CRITERIA
Firm Knowledge & Experience with Multi-Family Tax Credit Properties and HUD Programs (25), Management & Staffing Plan and Audit Approach (20), Price (20), Tax Services Capability (15), Past Performance, References & Peer Review (15), Section 3 (5)
REQUIRED DELIVERABLES
4- Financial Audits
- Tax Return Filing
- HUD reports and correspondence including FDS
- Section 3 reports
REQUIRED ATTACHMENTS
29- A letter of interest
- Methodology
- Certification as Certified Public Accounting (CPA) firm
- Copies of State license(s)
- Copy of the Firm's most recent peer review
- Indication of positive peer review
- Indication of disciplinary action
- Results of relevant external quality control reviews
- Copies of current insurance
- Description of firm and areas of expertise
- Decision-making authority of local office
- Relevant work with financial institutions and public housing agencies
- References
- Public or State Housing Finance Agency references
- Identification and profile for staff
- Completed Certificate of Non-Organizational Conflict of Interest
- Completed Certificate of Non-Segregated Facilities
- Completed Non-Collusive/Non-Identity of Interest Affidavit
- Conflict of Interest Disclosure Certification
- Completed Section 3 Initial Response form
- Completed E-Verify affidavit
- Form HUD-2992
- Form HUD-50071
- Form HUD-5369
- Form HUD-5369-A
- Form HUD-5369-B
- Form HUD-5369-C
- Detailed analysis of fees by audit year in Attachment A
- Copy of most recent audited financial statement
REQUIRED STAFFING
8- Submit to
- [email protected]
- Duration
- 60 months
- Scope location
- Indianapolis, IN
Questions about this RFP
How do I respond to this RFP from Indianapolis Housing Agency?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is October 26, 2026. The solicitation specifies required deliverables that must be addressed in your response. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: [email protected]. For questions, contact Jacquelyne Brown.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Indianapolis Housing Agency in IN, encourage participation from small businesses, minority-owned, women-owned, and disadvantaged business enterprises (MBE/WBE/DBE). Check the full solicitation for any small business participation goals.
What happens after the RFP submission deadline?
After the deadline, the issuing agency reviews all submissions against the stated evaluation criteria. This typically includes a compliance check, technical evaluation, cost analysis, and may involve oral presentations with shortlisted vendors.
Can I ask questions about this solicitation before submitting?
Yes, most solicitations allow vendors to submit questions during a designated period. The primary contact is Jacquelyne Brown at (317) 261-7200. Questions and answers are typically shared with all prospective bidders.
What staffing is required for this project?
This solicitation outlines specific staffing requirements. The required roles include: Engagement Partner, Engagement Manager, Senior Auditor, Staff Auditor, Tax Director, Tax Senior, IT Audit Specialist, Other. Proposers should demonstrate relevant qualifications and experience for each required role.
What are the key deliverables?
The solicitation specifies the following deliverables: Financial Audits, Tax Return Filing, HUD reports and correspondence including FDS, Section 3 reports. Proposals should clearly address how each deliverable will be met.
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What are the evaluation criteria for this solicitation?
This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Firm Knowledge & Experience with Multi-Family Tax Credit Properties and HUD Programs (25), Management & Staffing Plan and Audit Approach (20), Price (20), Tax Services Capability (15), Past Performanc..." Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Indianapolis Housing Agency?
All active and historical solicitations from Indianapolis Housing Agency are tracked and searchable. As a local housing authority agency, Indianapolis Housing Agency regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.
What is the contract term for this solicitation?
The anticipated contract term is 1 year. Contract terms may include renewal options.
What documents are required to bid on this RFP?
Requirements vary by solicitation, but common documents include a technical proposal, cost/price proposal, proof of insurance, relevant certifications, past performance references, and any forms specified in the solicitation. This solicitation specifically requires the following attachments: A letter of interest, Methodology, Certification as Certified Public Accounting (CPA) firm, Copies of State license(s), Copy of the Firm's most recent peer review, Indication of positive peer review,. Additionally, proposals should address staffing requirements as outlined in the solicitation. Review the full document from Indianapolis Housing Agency for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Indianapolis, IN. Review the full solicitation for detailed scope requirements.