Request For Proposals for Annual Auditing Services

REQUEST FOR PROPOSALS (RFP) No. 26-905-10 Annual Auditing Services
Table of Contents
[Table No. 1]
Section Description
1.0 The Agency's Reservation of Rights
2.0 Scope of Work/Technical Specifications
2.1 General Requirements
2.2 Preliminary Tasks
3.0 Proposal Format
3.1 Tabbed Proposal Submittal
3.2 Entry of Proposed Fees
3.3 Additional Information pertaining to the preceding listed Pricing Items
3.4 Submission Responsibilities
3.5 Proposer's Responsibilities - Contact with the Agency
3.6 Proposer's Responsibilities - Equal Employment Opportunity and Supplier
Diversity
3.7 Pre-proposal Conference
3.8 Recap of Attachments
4.0 Proposal Evaluation
4.1 Evaluation Factors
4.2 Evaluation Method
5.0 Contract Award
5.1 Contract Award Procedure
5.2 Contract Conditions
5.3 Contract Period
5.4 Licensing and Insurance Requirements
5.5 Contract Service Standards
5.6 Prompt Return of Contract Documents
HOUSING AUTHORITY OF NEW ORLEANS, LA

REQUEST FOR PROPOSALS (RFP) No. 26-905-10 Annual Auditing Services
RFP INFORMATION AT A GLANCE
[Table No. 2]
AGENCY CONTACT PERSON Trudy Jackson, Contract Administrator
Telephone: (504) 670-3445
E-mail: tjackson@hano.org
HOW TO OBTAIN THE RFP DOCUMENTS 1. Access www.hano.org.
ON HANO'S WEBSITE 2. Click on the "Business" tab on the blue taskbar.
3. Click on "Active Solicitations" and go to the
specific solicitation.
4. If you have any problems accessing the RFP
documents, please contact Procurement at.
tjackson@hano.org
PRE-PROPOSAL CONFERENCE NONE
QUESTION SUBMITTAL DEADLINE Wednesday, July 15, 2026, at 2:00pm CST
HOW TO FULLY RESPOND TO THIS RFP 1. As directed within Section 3.2.1 of the RFP
BY SUBMITTING A PROPOSAL document, submit proposed pricing, where
SUBMITTAL provided for, within the RFP.
2. As instructed within Section 3.0 of the RFP
document, submit four (4) copies of your "hard
copy" proposal (one (1) original clearly marked
or stamped "original" and three (3) copies of the
required submittals) to HANO's Procurement
and Contracts Department (physical address
below) or an electronic submission of one (1)
technical proposal (each tabbed section must be
marked by a cover sheet) and one (1) cost
proposal to HANO's e-portal (Proposal
Submission Form), as
further specified herein
PROPOSAL SUBMITTAL RETURN AND *MONDAY, AUGUST 3, 2026, 2:00 PM CT
DEADLINE Housing Authority of New Orleans
Procurement and Contracts Department
Trudy Jackson, Contract Administrator
1555 Poydras Street, Suite 1800
New Orleans, LA 70112
HOUSING AUTHORITY OF NEW ORLEANS, LA

REQUEST FOR PROPOSALS (RFP) No. 26-905-10 Annual Auditing Services
1.0 THE AGENCY'S RESERVATION OF RIGHTS. The Agency reserves the right to:
1.1 Right to Reject, Waive, or Terminate the RFP. Reject any or all proposals, to waive any
informality in the RFP process, or to terminate the RFP process at any time, if deemed
by the Agency to be in its best interests.
1.2 Right to Not Award. Not to award a contract pursuant to this RFP.
1.3 Right to Terminate. Terminate a contract awarded pursuant to this RFP, at any time for
its convenience upon ten (10) days written notice to the successful proposer(s).
1.4 Right to Determine Time and Location. Determine the days, hours, and locations that
the successful proposer(s) shall provide the services called for in this RFP.
1.5 Right to Retain Proposals. Retain all proposals submitted and not permit withdrawal
for a period of 60 days subsequent to the deadline for receiving proposals without the
written consent of HANO's Contracting Officer (CO).
1.6 Right to Negotiate. Negotiate the fees proposed by the proposer entity.
1.7 Right to Reject Any Proposal. Reject and not consider any proposal that does not meet
the requirements of this RFP, including but not necessarily limited to incomplete
proposals and/or proposals offering alternate or non-requested services.
1.8 No Obligation to Compensate. Have no obligation to compensate any proposer for any
costs incurred in responding to this RFP.
1.9 Right to Prohibit. At any time during the RFP or contract process to prohibit any further
participation by a proposer or reject any proposal submitted that does not conform to
any of the requirements detailed herein.
1.10 Right to Reject - Obtaining Competitive Solicitation Documents. HANO's website
and Procurement Staff are the only official and appropriate means to obtain the RFP
documents (and any other information pertaining to this RFP such as addenda).
Accordingly, by submitting a response to this RFP the respondent thereby affirms that
he/she obtained all information on the website.
2.0 BACKGROUND. The Housing Authority of New Orleans (HANO) is requesting sealed proposals for
annual auditing and tax preparation services from qualified and experienced auditors/firms licensed to
practice auditing in the State of Louisiana, who have a demonstrated track record in providing tax
credit accounting services and successfully conducting annual audits for public housing authorities.
HANO has a fiscal year end of September 30th and the tax credit limited liability partnerships have a
calendar year end. As a part of this engagement, the successful Contractor shall provide accounting
services, tax return preparation for each of HANO's tax-credit limited liability partnerships and
conduct the annual audit of HANO, as required by the Single Audit Act and the U.S. Department of
Housing and Urban Development (HUD).
HOUSING AUTHORITY OF NEW ORLEANS, LA

REQUEST FOR PROPOSALS (RFP) No. 26-905-10 Annual Auditing Services
HANO is soliciting competitive proposals from qualified firms with a documented track record in providing
the required services for large public housing authorities or similarly sized state agencies, through a formal
Request for Proposals (RFP) process. The proposal shall demonstrate the Contractor's capacity and readiness
to perform the Scope of Services immediately upon execution of a contract with HANO. In addition, the
proposal shall include evidence of the Contractor 's previous experience and qualifications relative to the
provision of such services is consistent in size, composition, diverse funding sources at a comparable level to
HANO.
HANO is a public corporate body and politic established in 1936, pursuant to the laws of the State of Louisiana
to provide low income housing for qualified individuals in the City of New Orleans in accordance with the
rules and regulations prescribed by HUD and other Federal Agencies. HANO administers approximately
2,100 units of low income public housing and approximately 18,000 Vouchers of Section 8 Tenant and Project
based housing for the residents of the City of New Orleans. HANO's mission is to "provide safe, decent,
sanitary and affordable housing to low income, elderly and handicapped families and individuals."
In addition, HANO participates in various capacities, as owner, partner, and developer in a number of limited
liability corporations (LLC's) and partnerships that develop mixed income housing through a variety of
funding that includes capital contributions, bond financing, and low income housing tax credits. The financial
condition and results of operations of these entities are material to the audit of HANO and, as a result, the
selected firm will also be responsible for their audits.
The State of Louisiana requires that all Louisiana Housing Authorities produce reports in accordance with
Generally Accepted Accounting Principals (GAAP) (LSA-RS. 24:514), contained in the Governmental
Accounting Standards Board's Codification of Governmental Accounting and Financial Reporting Standards.
HANO reports its financial activities on a fiscal year basis ending each September 30th. Normally, its financial
statements must be submitted to the State of Louisiana Legislative Auditor no later than March 31st and the
audited financial statements must be completed and submitted to HUD by June 30th of each year.
2.1 SCOPE OF WORK
See Appendix A for Scope of Work
3.0 PROPOSAL FORMAT.
3.1 Tabbed Proposal Submittal. The Agency intends to retain the Contractor pursuant to
a "Best Value" basis, not a "Low Bid" basis ("Best Value," in that the Agency will, as
detailed within the following Section 4.0, consider factors other than just cost in making
the award decision). Therefore, so that the Agency can properly evaluate the offers
received, all proposals submitted in response to this RFP must be formatted in
accordance with the sequence noted within the table below. Each category must be
separated by numbered index dividers (which number extends so that each tab can be
located without opening the proposal) and labeled with the corresponding tab reference
also noted below.
HOUSING AUTHORITY OF NEW ORLEANS, LA

REQUEST FOR PROPOSALS (RFP) No. 26-905-10 Annual Auditing Services
[Table No. 3]
(1) (2) (3)
RFP Tab
Section No. Description
3.1.1 1 Form of Proposal. This Form is attached hereto as Attachment A to
this RFP document. This 2-page Form must be fully completed,
executed where provided thereon and submitted under this tab as a
part of the proposal submittal.
3.1.2 2 Form HUD-5369-C (8/93), Certifications and Representations of
Offerors, Non-Construction Contract. This Form is attached hereto
as Attachment B to this RFP document. This form must be fully
completed, executed where provided thereon and submitted under
this tab as a part of the proposal submittal.
3.1.3 3 Profile of Firm Form. The Profile of Firm Form is attached hereto as
Attachment C to this RFP document. This 2-page Form must be fully
completed, executed, and submitted under this tab as a part of the
proposal submittal.
3.1.4 4 Proposed Services. As more fully detailed within Section 2.0, Scope
of Work/Technical Specifications, of this document, the proposer shall,
at a minimum, clearly detail within the information submitted under
this tab documentation showing the following (3.1.4.1 - 3.1.4.4)
3.1.4.1 As detailed within Section 4.1, Evaluation Factor No. 1, herein the
proposer's STAFFING AND QUALIFICATIONS Contractor s shall
provide a narrative describing their experience and qualifications as well
as to perform the required services. Include an organizational chart that
illustrates Contractor's overall staffing approach for completing the
required work. Include in the chart all key personnel, specialists and
consultants who will be assigned work under this contract.
Provide resumes of all key personnel, specialists, and consultants who
will perform the work required by the contract resulting from this RFP.
Identify their specific role in the provision of services required. Resumes
should include the particular relevant experience of the individual as it
relates to their proposed role in the project, in addition to the education,
career and achievement data typically included in a resume. Include
evidence of CPA certifications/licenses and other related professional
designations of assigned personnel. Contractor s are required to be
registered with the State of Louisiana Legislative Auditor and on the list
of approved Certified Public Accountants.
Identify all individuals who will be devoted to the project on a full time
basis or part time basis (up to 50% of time allocated to project). Include
those who will be full time only for specific components of the project, as
well as those filling a continuing position throughout the project.
Provide detailed resumes for each, highlighting the particular experience
that qualifies them for the position they will fill.
HOUSING AUTHORITY OF NEW ORLEANS, LA

REQUEST FOR PROPOSALS (RFP) No. 26-905-10 Annual Auditing Services
3.1.4.2 As detailed within Section 4.1, Evaluation Factor No. 2, herein the
proposer's KNOWLEDGE AND RELEVANT EXPERIENCE Submit
detailed information on Contractor's knowledge and relevant experience
in conducting annual/financial audits for large public housing
authorities (PHAs). Include the number of PHAs audited, the
PIH/REAC rejection rate of the audits, and the total time spent on
fieldwork on each PHA audit. Provide information on any Quality
Assurance Review (QAR) conducted by the PIH/REAC QASS division
and provide a copy of that review. The Contractor must not have
received an unfavorable peer review or unfavorable QAR review from
the PIH/REAC QASS division or have an outstanding review which
involves issues of non-compliance that have not been resolved
satisfactorily. Highlight any experience with the electronic submission of
Financial Data Schedules required for the REAC and any experience with
the full implementation of GASB 34.
Submit detailed information regarding your firm's past performance on
projects that are most relevant to or best represent the skills and
experience intended to bring to this engagement. Also demonstrate your
familiarity with all the federal, state, and local laws, regulations and
codes applicable to the provision of services.
Identify similar or related work performed for public housing authorities
that have been completed to date, or are currently active. Include
projects completed or currently underway by the responding entity
and/or each major participant in the proposal.
For each project identified provide:
* Project description
* The client/public housing authority
* The name, address and contact information for the contract
representative
* The dollar value of the contract
* The contract duration including start and completion date, or
projected completion date if still active
HOUSING AUTHORITY OF NEW ORLEANS, LA

REQUEST FOR PROPOSALS (RFP) No. 26-905-10 Annual Auditing Services
3.1.4.3 As detailed within Section 4.1, Evaluation Factor No. 3, herein, the
proposer's APPROACH AND RESPONSE TO SCOPE OF SERVICES
Provide a detailed narrative that demonstrates the approach intended for
use by the Contractor to perform the audit services as outlined in the
RFP. The approach shall identify and categorize major tasks to be
performed and should include all anticipated work products, which will
be presented to HANO upon completion of this engagement. The
approach outlined should address how services will be immediately
provided upon execution of a contract and should state the earliest
possible start date of the initial audit from execution of a contract.
Specifically, the response should address how the Contractor intends to
meet the audit deadlines for both HUD and the Louisiana State
Legislative Auditor.
Detail the methodology and approach to be employed to ensure
successful completion of all elements of the audit. Demonstrate how the
approach will meet the requirements outlined in the RFP and provide
evidence of all applicable state and local regulations and codes. Include
proposed processes for ensuring effective coordination, as well as
procedures for reporting and disseminating information. Also, briefly
describe possible constraints that may arise during the performance of
the audit and outline proposed solutions.
3.1.4.4 COST PROPOSAL
The proposed fees for services shall be submitted in a separate, sealed
envelope using Attachment H. Do not refer to any fees or costs within
the sealed tabbed "hard copy" proposal submittal detailed within the
preceding Section 3.0 herein. (See further instructions for cost proposal
in Section 3.2 herein.)
3.1.5 5 Acknowledgement of Addenda. Please check HANO's website
under "Business" and "Active Solicitations" to confirm that you
have read and acknowledged in writing all addenda issued and
submit your acknowledgment of each addendum on Attachment G.
3.1.6 6 Equal Employment Opportunity/Supplier Diversity. The proposer
must submit under this tab a copy of its Equal Opportunity
Employment Policy and a complete description of the positive steps
it will take to ensure compliance, to the greatest extent feasible, with
the regulations detailed within the following Section 3.6 herein
pertaining to supplier diversity (i.e., small, minority-, and women-
owned businesses).
3.1.7 7 Certification of Contractor Non-Exclusion Attachment I
3.1.8 8 Subcontractor/Joint Venture Information. The proposer shall
identify hereunder whether or not he/she intends to use any
subcontractors for this job, if awarded, and/or if the proposal is a
joint venture with another firm. Please remember that all information
required from the proposer under the preceding tabs must also be
included for any major subcontractors (10% or more) or from any
joint venture. (If this does not apply, mark N/A)
HOUSING AUTHORITY OF NEW ORLEANS, LA

REQUEST FOR PROPOSALS (RFP) No. 26-905-10 Annual Auditing Services
3.1.9 9 Section 3 Business Preference Documentation. The proposer shall
identify hereunder whether or not he/she intends to claim a Section
3 Business Concern. Attachment D
3.1.10 10 Vendor Registration Form Attachment J
3.1.11 11 Corporate Resolution Form Attachment K
3.1.12 *Optional Tabs. If no information is to be placed under any of the above
noted tabs (especially the "Optional" tabs), please place a statement such as
"NO INFORMATION IS BEING PLACED UNDER THIS TAB" or "THIS
TAB LEFT INTENTIONALLY BLANK." DO NOT eliminate any of the tabs.
3.1.13 Proposal Submittal Binding Method. It is preferable and recommended
that the proposer bind the proposal submittals in such a manner that the
Agency can, if needed, remove the binding (i.e., "spiral-type" etc.) or remove
the pages from the cover (i.e., 3-ring binder; etc.) to make copies, then
conveniently return the proposal submittal to its original condition.
3.2 Entry of Proposed Fees.
3.2.1 The proposed fees shall be submitted in a separate, sealed envelope using
Attachment H. Do not refer to any fees or costs within the sealed tab "hard
copy" proposal submittal detailed within the preceding Section 3.0 herein.
3.2.2 Pricing Items. Unless otherwise stated herein, the proposed fees are all-
inclusive of all related costs that the successful proposer will incur to provide
the noted services, including, but not limited to: employee wages and
benefits; clerical support; overhead; profit; licensing; insurance; materials;
supplies; tools; equipment; long distance telephone calls; document copying
not specifically agreed to by the Agency; etc. Travel expenses, if needed,
will be subject to HANO's written approval and shall be reimbursed in
accordance with the current U.S. General Services Administration (GSA)
Schedule of Rates. Refer to www.gsa.gov.
For the purpose of evaluation and subsequent negotiations, if required, the
fee for each employment and verification transaction be broken down as
provided in Attachment H "Entry of Proposed Fees" herein.
3.3 Additional Information pertaining to the preceding listed Pricing Items.
3.3.1 Quantities. The Agency does not guarantee any minimum or maximum
amount of work as a result of any award ensuing from this RFP, as the
ensuing contract will be a Requirements Contract, in that the Agency shall
retain one contractor only and shall retain the right to order from that
contractor (successful proposer), on a task order basis, any amount of
services the Agency requires.
3.3.2 Price Escalation. Pertaining to the ensuing contract, there shall be no
HOUSING AUTHORITY OF NEW ORLEANS, LA

REQUEST FOR PROPOSALS (RFP) No. 26-905-10 Annual Auditing Services
escalation of the proposed labor costs allowed at any time during the
awarded contract.
3.3.3 Prior Approval Required. Please note that the successful proposer shall NOT
conduct any additional work without the prior written authorization of the
Agency representative (which will occur, at the Agency's discretion, via
delivery of a Task Order, which may take the form of an e-mail). Failure to
abide by this directive shall release the Agency of any obligation to pay the
successful proposer for any work conducted without the noted prior written
authorization.
3.3.4 No Deposit/No Retainer. The Agency will NOT pay any retainer fees as a
result of award of the ensuing contract. This means that the Agency will pay
the successful proposer for actual work performed only.
3.4 Proposal Submission. All pricing must be submitted in a separate, sealed enclosure and
all proposals must be submitted and time-stamped received in the designated Agency
office by no later than the submittal deadline stated herein (or within any ensuing
addendum). A total of one (1) flash drive along with one (1) original signature copy
(marked "ORIGINAL") and three (3) copies (each of the three (3) separate proposal
submittals shall have a cover and extending tabs) of the "hard copy" proposal
submittal, shall be placed in a sealed package and addressed to:
Housing Authority of New Orleans
Procurement and Contracts Department
Attn: Trudy Jackson, Contract Administrator
1555 Poydras Street, Suite 1800
New Orleans, Louisiana 70112
3.4.1 Exterior of Submittal Package. The package exterior must clearly denote the
above noted RFP number and must have the proposer's name and return
address. Proposals received after the published deadline will not be
accepted.
3.4.2 Submission Conditions. DO NOT FOLD OR MAKE ANY ADDITIONAL
MARKS, NOTATIONS OR REQUIREMENTS ON THE DOCUMENTS TO
BE SUBMITTED! Proposers are not allowed to change any requirements or
forms contained herein, either by making or entering onto these documents
or the documents submitted any revisions or additions; and if any such
additional marks, notations or requirements are entered on any of the
documents that are submitted to the Agency by the proposer, such may
invalidate that proposal. If, after accepting such a proposal, the Agency
decides that any such entry has not changed the intent of the proposal that
the Agency intended to receive, the Agency may accept the proposal and the
proposal shall be considered by the Agency as if those additional marks,
notations or requirements were not entered on such. By accessing and
downloading these documents, each prospective proposer that does so is
thereby agreeing to confirm all notices that the Agency delivers to him/her
HOUSING AUTHORITY OF NEW ORLEANS, LA