December 5, 2022, 

The Southland Development Authority (SDA) is conducting a Request for Proposal to identify a technical assistance partner that can assist our small business clients prepare and file their 2022 tax return or create 2022 financial statements. This RFP is a one-year contract with two one-year options to renew.


SDA is a not-for-profit organization started in November 2019. Its mission is to grow the economy of south suburban Cook County (the “Southland”). It offers a wide range of development resources and services to drive catalytic growth. One of these services is its Business Growth Services program (BGS) which provides technical assistance to small and medium-sized businesses to help them grow. A focus area of BGS’ technical assistance is “financial readiness.” We want to facilitate our clients’ ability to access capital. We have identified the lack of up-to-date financial documents, such as financial statements or filed tax returns, as obstacles to accessing capital. 


SDA would like to identify a technical assistance partner who can assist in the design, development, and execution of a program to help our clients prepare and file their 2022 tax returns. We will use a hybrid model for this service – on-site in-person help (e.g., in-office and communities) and virtually throughout the tax season.  


The successful bidder must have demonstrable core competencies in the following areas:

  • Tax Services
  • Advisory Services
  • Program Management and Project Management
  • Training 

Other Criteria include: 

  • Capacity to service 100+ clients during the 2023 tax season
  • Bilingual capability (Spanish/English)
  • Experience working with small businesses 
  • Must have a local presence
  • Knowledge of Southland areas is a plus
  • Cook County or City of Chicago MBE/WBE/DBE certification is a plus
  • Company qualification and experience (50%)
  • Workload capacity (20%)
  • Local presence (15%)
  • Experience working with small businesses (5%)
  • Bi-lingual (5%)
  • Business certifications  (5%)

Please submit a digital copy of your qualifications and your team’s by 5 PM, Friday, December 16, 2022. In addition, you may submit questions related to this RFP by email to Marcia Delaney, Vice President, Client Services ( We must receive your questions by 10 AM CST on Monday, December 12, 2022.

    1. Company Profile – including the name, address, email, and telephone number of your company’s primary contact for this RFP. 
    2. Bios or Resumes – for each individual who will participate in delivering the program
    3. Statement of qualifications – including a sentence or two on what makes you uniquely qualified for this project
    4. Project Proposal – Please provide a general statement or broad outline of your ideas to design and deliver this program

Thank you for considering this opportunity.