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 W7NW USPFO ACTIVITY OR ARNG office, is seeking proposals for Financial Counselor Services. This Solicitation is for non-personal services to provide financial counseling and referral services to military clients and their families. This opportunity is a Service-Disabled Veteran-Owned Small Business (SDVOSB) Set-Aside. Responses are due by April 20, 2026.
Scope of Work
The contractor will provide comprehensive financial counseling and referral services. This includes personal and family financial counseling, planning, education, awareness of information services, appropriate referrals, and assistance tailored for military-connected individuals and families. Services require accredited and certified financial counselors trained in financial matters.
Contract & Timeline
- Opportunity Type: Solicitation
- Set-Aside: Service-Disabled Veteran-Owned Small Business (SDVOSB) Set-Aside (FAR 19.14)
- Product Service Code: R710 (Financial Services)
- Response Due Date: April 20, 2026, 8:00 PM UTC
- Published Date: April 14, 2026, 8:08 PM UTC
Contact Information
- Primary Point of Contact: Terrance Cage
- Email: terrance.d.cage.civ@army.mil
- Phone: 9713553435