The Contractor shall provide legal services to support participants in City of Philadelphia homeownership initiatives by assisting with estate planning and property succession. Services include the pr...

The City of Philadelphia is soliciting proposals for legal services supporting participants in the city's homeownership initiatives through estate planning and property succession assistance, with proposals due September 8, 2026. A Local Business Entity certification or Local Impact Certification is available as a positive evaluation factor; vendors meeting Philadelphia Code Section 17-109(3)(b) criteria — including a Business Income and Receipts Tax return filed within the preceding 12 months, a valid Commercial Activity License maintained for the preceding 18 months, a continuously staffed Philadelphia office, and either principal place of business in the city or satisfaction of two of three additional employment or receipts thresholds — may qualify. Alternatively, applicants may certify commitment to employ Philadelphia residents and perform work within the city.

The scope encompasses comprehensive legal services including estate planning document preparation, property succession guidance, and related legal consultation for homeownership program participants. The contract supports wealth preservation and intergenerational property ownership within the city's economic development framework.

Submission requirements include proof of business registration, insurance certificates, financial statements, references, and compliance certifications per the RFP Submission Checklist. Vendors may voluntarily submit LGBTQ Applicant Opportunity Data if they hold Lesbian, Gay, Bisexual, Transgender Business Enterprise (LGBTBE) certification through the National LGBT Chamber of Commerce or the Independence Business Alliance, or other diversity certifications (MBE, WBE, DSBE, DBE). The contract term and specific contract value are to be established upon award. No pre-bid meeting or site-visit date is specified in the available documentation.