Indianapolis Housing Agency Financial Statement Audit and Tax Return Preparation Services RFP INSIGHT-2026-01
Indianapolis Housing AgencyLocal Housing Authority · Indianapolis, IN- Due
- Aug 21, 2026
- Deadline passed
- Posted
- Jul 17, 2026
- Contract term
- 1 year
- Primary contact
- Jbrown
- (317) 261-7200
The 30-second brief
The Indianapolis Housing Agency seeks a firm for annual financial statement audits and tax return preparation for Insight Development Corporation and affiliated tax-credit properties. The contract term is one year with four one-year options.
Audit Program, Project Plan, Draft Notifications of Findings, Draft Audit Report, Final Audit Report, Audited FDS, Data Collection Form, Tax Returns
Firm Knowledge & Experience (25), Management & Staffing Plan (20), Tax Services Capability (15), Past Performance (15), Price (20), Section 3 & MBE-WBE-VBE-DOBE Participation (5)
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Summary
The Indianapolis Housing Agency seeks a firm for annual financial statement audits and tax return preparation for Insight Development Corporation and affiliated tax-credit properties. The contract term is one year with four one-year options.
EVALUATION CRITERIA
REQUIRED DELIVERABLES
8- Audit Program
- Project Plan
- Draft Notifications of Findings
- Draft Audit Report
- Final Audit Report
- Audited FDS
- Data Collection Form
- Tax Returns
REQUIRED ATTACHMENTS
7- Price Proposal Workbook
- Entity Scope Matrix
- IHA & Insight Property Listing
- Conflict of Interest Disclosure Form
- Section 3 Contractor Initial Response
- E-Verify Compliance Affidavit
- Non-Collusive Affidavit
REQUIRED STAFFING
7- Submit to
- [email protected]
- 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 August 21, 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 Jbrown.
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 Jbrown 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. Proposers should demonstrate relevant qualifications and experience for each required role.
What are the key deliverables?
The solicitation specifies the following deliverables: Audit Program, Project Plan, Draft Notifications of Findings, Draft Audit Report, Final Audit Report, Audited FDS, Data Collection Form, Tax Returns. 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 (25), Management & Staffing Plan (20), Tax Services Capability (15), Past Performance (15), Price (20), Section 3 & MBE-WBE-VBE-DOBE Participation (5)" 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: Price Proposal Workbook, Entity Scope Matrix, IHA & Insight Property Listing, Conflict of Interest Disclosure Form, Section 3 Contractor Initial Response, E-Verify Compliance Affidavit, Non-Collusive. 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.