AUDIT AND/OR TAX SERVICES FOR VARIOUS HOUSING OPPORTUNITIES COMMISSION ENTITIES

The Housing Opportunities Commission of Montgomery County, Maryland (hereinafter referred to as “HOC”) is soliciting proposals for Audit, Tax, and/or Compilation Services..

Project Details

• Reference ID: 2026-RFP-031
• Department: Finance
• Department Head: Timothy Goetzinger (Sr. Vice President)

Important Dates

• Questions Due: 2026-05-13T16:00:37.125Z

Evaluation Criteria

Submission Requirements

• Is your firm a Minority Business Firm? (required)
• MFD Type (required)
• Section 3 Business Firm (required) —

  Is your firm a Section 3 Business Firm per Paragraph 40 from Form HUD 5370?

• Non-Collusive Affidavit (required) —

  Please download the below documents, complete, and upload.

• Minimum Qualifications (required) —

  Provide all related information to demonstrate meeting or exceeding Minimum Qualifications. 

• Tab A - Transmittal Letter (required) —

  Upload required information under Tab A.

• Tab B - Scope of the Audit (required)
• Tab C - Background and Experience (required)
• Tab D - Capacity (required)
• Tab E - Fees (required) —

  Upload your price proposal here.

• Tab F - Insurance (required)
• Tab G - Past Performance / Customer Satisfaction (required)
• Tab H - Addendum
• Tab I - Minority/Female/Disabled Firm (MFD) (required)
• Tab J - Engagement Letter (required)
• Bid Bond (required) —

  Upload a copy of your Bid Bond here.

• Is your project Construction or Non-Construction? (required)
• Liquidated Damages (required) —

  Do you need Liquidated Damages for this project?

• Brief Description of Service(s) and/or Products (required)
• Will there be a Pre-Proposal Conference? (required)
• Pre-Propsal Conference Options (required)
• Minority/Female/Disabled (“MFD”) Percentage (required) —

  Please provide the percentage required for your RFP.

  Answer Format: Twenty-five percent (25%)

• Pricing (required) —
  • Choose Option 1 when you have set line items, for example:
    • This is a quote for goods or commodities.
    • This is a public works bid, with a pricing table that can be uploaded into OpenGov Procurement from an Excel spreadsheet.
    • Seeking services for hourly rate schedules.
  • Choose Option 2 when you need vendors to provide you with the line items.
• Are Bonds applicable for this project? (required)
• Select which bonds apply: (required)
• Applicable Owner's Insurance Requirements (required) —

  Select all options that apply to your project

• Applicable Contractor's Other Insurance Requirements (required) —

  Select all options that apply to your project.

• Applicable Subcontractor Insurance Requirements (required) —

  Select all options that apply to your project.