About this file

Appendix B - Tax and Regulatory Status and Clearance Statement

This document is a tax and regulatory status and clearance statement for the Pennsylvania Office of Community Empowerment and Opportunity (CEO) procurement process. The statement serves as a compliance certification form that qualified organizations responding to the CEO's request for financial counseling and coaching services, and student loan support programs, must complete and submit. The appendix establishes the regulatory framework and tax compliance requirements that bidding organizations must meet to be eligible for contract consideration. Organizations are required to certify their current tax status, regulatory compliance, and clearance with relevant state and federal authorities as a prerequisite to proposal submission and contract award.

The document functions as a mandatory disclosure and certification mechanism ensuring that only organizations in good standing with applicable tax obligations and regulatory requirements can proceed in the procurement process. Bidders must demonstrate compliance with all applicable state and federal tax laws, maintain current licensure and certifications required for their service delivery, and confirm they are not subject to debarment or suspension from government contracting. This clearance requirement protects the Commonwealth of Pennsylvania and ensures that public funds are directed to financially responsible and legally compliant organizations capable of delivering financial counseling, coaching, and student loan support services as outlined in the solicitation.

View the file

Other files

On GovTribe

Work with this file

  • Download the original file
  • Contacts named in this file
  • Similar government files
  • Ask GovTribe AI about this file

Text version

Appendix B - City of Philadelphia Tax and Regulatory Status and Clearance StatementFor assistance, contact the Contracts Legislation Unit:

T. David Williams, Jr., t.david.williams@phila.gov 215-686-3499

Drew Menten drew.menten@phila.gov 215-686-6132

CITY OF PHILADELPHIA TAX AND REGULATORY

STATUS AND CLEARANCE STATEMENT

FOR APPLICANTS

THIS IS A CONFIDENTIAL TAX DOCUMENT NOT FOR PUBLIC DISCLOSURE

This form must be completed and returned with Applicant’s proposal in order for Applicant to be eligible for award of a contract with the City. Failure to return this form will disqualify Applicant’s proposal from further consideration by the contracting department. Please provide the information requested in the table, check the appropriate certification option and sign below:

Applicant Name

Contact Name and Title

Street Address

City, State, Zip Code

Phone Number

Federal Employer Identification Number or Social Security Number:

Philadelphia Business Income and Receipts Tax Account Number (if none, state “none”)

Commercial Activity License Number (if none, state “none”)

____ I certify that the Applicant named above has all required licenses and permits and is current, or has made satisfactory arrangements with the City to become current with respect to the payment of City taxes or other indebtedness owed to the City (including, but not limited to, taxes collected by the City on behalf of the School District of Philadelphia), and is not in violation, or has made satisfactory arrangements to cure any violation, or other regulatory provisions applicable to Applicant contained in the Philadelphia Code.

___ I certify that the Applicant named above does not currently do business, or otherwise have an economic presence in Philadelphia. If Applicant is awarded a contract with the City, it promptly will take all steps necessary to bring it into compliance with the City’s tax and other regulatory requirements.

Authorized Signature Date

Print Name and Title

File details come from the government source that posted it. Updated .