Financial Advisor Services
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The Lakeland Housing Authority (LHA) is requesting proposals from qualified individuals, firms, or teams ("Financial Advisor") to provide an indefinite delivery, indefinite quantity ("IDIQ") of various financial services to assist LHA with, among other items, its Strategic Plan. Specifically, LHA intends to establish a pool of two or more Financial Advisors to serve in a full-service capacity for purposes of advising LHA, as-needed, on all financial matters and programs of work involving public and/or affordable housing assets that will be disposed of or redeveloped as part of the Strategic Plan. The Financial Advisor(s) selected for the IDIQ pool will report to and be a direct advisor to the Executive Director and/or his designee. The initial scope of work will involve analyzing LHA's sources of revenue, existing financial obligations, and Strategic Plan to determine which types of initiatives should be implemented to further LHA's mission while strengthening its cash position. The Financial Advisor(s) will also be tasked with assisting LHA's executive staff in developing a Financing Plan for LHA. Additionally, the Financial Advisor(s) will be tasked to provide various financial services during implementation. These tasks shall include, but not be limited to: financial plans and models, audited financial statements, and cost-benefit analysis for Payments In Lieu of Taxes ("PILOT").
