Financial Counselor Services
Overview
Buyer
Place of Performance
NAICS
PSC
Set Aside
Original Source
Timeline
Qualification Details
Fit reasons
- NAICS alignment with historical contract wins in similar service areas.
- Scope strongly matches core technical capabilities and delivery model.
Risks
- Past performance thresholds may require one additional teaming partner.
- Potential clarification needed on staffing minimums before bid/no-bid.
Next steps
Validate eligibility requirements, assign capture owner, and schedule partner outreach to confirm teaming strategy before submission planning.
Quick Summary
The Department of the Army, specifically the Service Member and Family Support (SMFS) Office, is planning to procure Financial Counselor Services. This Presolicitation notice indicates an upcoming requirement for non-personal services to support military-connected individuals and families. This opportunity is designated as a Service-Disabled Veteran-Owned Small Business (SDVOSB) Set-Aside. The anticipated response date for the upcoming solicitation is March 16, 2026.
Scope of Work
The requirement is for accredited and certified financial counselors to provide comprehensive personal and family financial counseling and referral services. Key services include:
- Personal and family financial counseling
- Financial planning and education
- Awareness of information services
- Appropriate referrals
- Assistance applicable to military-connected individuals and families
Contract & Timeline
- Type: Presolicitation (Non-personal services)
- Set-Aside: Service-Disabled Veteran-Owned Small Business (SDVOSB)
- Anticipated Response Date: March 16, 2026
- Published: March 9, 2026
- Agency: DEPT OF THE ARMY / W7NW USPFO ACTIVITY OR ARNG
- Product Service Code: R710 (Financial Services)
Additional Notes
This is a Presolicitation notice, indicating an upcoming requirement. Interested Service-Disabled Veteran-Owned Small Businesses (SDVOSB) should monitor SAM.gov for the release of the formal solicitation, which is anticipated by March 16, 2026. Further details will likely be provided via the PIEE Solicitation Module.
Contact Information
- Primary Point of Contact: Terrance Cage
- Email: terrance.d.cage.civ@army.mil
- Phone: 971-355-3435